EPA
Element Pointe Advisors’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Hold |
4,198
| – | – | 0.13% | 49 |
|
|
2025
Q1 | $411K | Hold |
4,198
| – | – | 0.1% | 50 |
|
|
2024
Q4 | $454K | Sell |
4,198
-94
| -2% | -$10.2K | 0.11% | 49 |
|
|
2024
Q3 | $280K | Sell |
4,292
-260
| -6% | -$17K | 0.07% | 57 |
|
|
2024
Q2 | $259K | Sell |
4,552
-444
| -9% | -$25.2K | 0.07% | 59 |
|
|
2024
Q1 | $306K | Hold |
4,996
| – | – | 0.08% | 59 |
|
|
2023
Q4 | $379K | Sell |
4,996
-42
| -0.8% | -$3.19K | 0.09% | 56 |
|
|
2023
Q3 | $295K | Buy |
5,038
+42
| +0.8% | +$2.46K | 0.08% | 51 |
|
|
2023
Q2 | $318K | Hold |
4,996
| – | – | 0.08% | 53 |
|
|
2023
Q1 | $333K | Buy |
+4,996
| New | +$333K | 0.09% | 56 |
|
|
2022
Q2 | – | Sell |
-2,437
| Closed | -$402K | – | 87 |
|
|
2022
Q1 | $402K | Sell |
2,437
-980
| -29% | -$162K | 0.14% | 66 |
|
|
2021
Q4 | $900K | Buy |
3,417
+235
| +7% | +$61.9K | 0.28% | 58 |
|
|
2021
Q3 | $1.02M | Sell |
3,182
-909
| -22% | -$290K | 0.34% | 52 |
|
|
2021
Q2 | $1.61M | Buy |
4,091
+374
| +10% | +$147K | 0.49% | 45 |
|
|
2021
Q1 | $1.27M | Buy |
3,717
+932
| +33% | +$317K | 0.42% | 46 |
|
|
2020
Q4 | $943K | Hold |
2,785
| – | – | 0.35% | 53 |
|
|
2020
Q3 | $688K | Buy |
+2,785
| New | +$688K | 0.31% | 58 |
|