Dynamic Advisor Solutions’s Twilio TWLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
+1,715
New +$213K 0.01% 839
2022
Q2
Sell
-1,534
Closed -$253K 772
2022
Q1
$253K Sell
1,534
-3,955
-72% -$652K 0.02% 612
2021
Q4
$1.45M Buy
5,489
+78
+1% +$20.5K 0.1% 211
2021
Q3
$1.73M Buy
5,411
+3,699
+216% +$1.18M 0.13% 191
2021
Q2
$675K Buy
1,712
+107
+7% +$42.2K 0.05% 359
2021
Q1
$547K Buy
+1,605
New +$547K 0.05% 356