Elevated Capital Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,030
| Closed | -$555K | – | 171 |
|
|
2022
Q3 | $555K | Buy |
+8,030
| New | +$555K | 0.22% | 115 |
|
|
2022
Q1 | $943K | Buy |
+5,724
| New | +$943K | 0.31% | 102 |
|
|
2021
Q3 | $1.23M | Buy |
+3,844
| New | +$1.23M | 0.42% | 73 |
|
|
2021
Q1 | $1.27M | Buy |
3,451
+61
| +2% | +$22.4K | 0.49% | 68 |
|
|
2020
Q4 | $1.15M | Buy |
3,390
+150
| +5% | +$50.8K | 0.5% | 60 |
|
|
2020
Q3 | $863K | Sell |
3,240
-643
| -17% | -$171K | 0.4% | 89 |
|
|
2020
Q2 | $1.03M | Buy |
+3,883
| New | +$1.03M | 0.48% | 72 |
|