Elmwood Wealth Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-375
| Closed | -$99K | – | 304 |
|
2021
Q4 | $99K | Buy |
+375
| New | +$99K | 0.05% | 151 |
|
2021
Q2 | $148K | Hold |
375
| – | – | 0.08% | 121 |
|
2021
Q1 | $128K | Buy |
+375
| New | +$128K | 0.08% | 124 |
|
2020
Q3 | $82K | Hold |
375
| – | – | 0.07% | 111 |
|
2020
Q2 | $82K | Sell |
375
-25
| -6% | -$5.47K | 0.07% | 111 |
|
2020
Q1 | $15.3K | Buy |
+400
| New | +$15.3K | 0.01% | 173 |
|
2019
Q4 | – | Sell |
-750
| Closed | -$82K | – | 230 |
|
2019
Q3 | $82K | Hold |
750
| – | – | 0.08% | 99 |
|
2019
Q2 | $102K | Hold |
750
| – | – | 0.09% | 106 |
|
2019
Q1 | $97K | Sell |
750
-211
| -22% | -$27.3K | 0.09% | 104 |
|
2018
Q4 | $86K | Buy |
961
+461
| +92% | +$41.3K | 0.08% | 110 |
|
2018
Q3 | $43.1K | Buy |
500
+100
| +25% | +$8.63K | 0.04% | 140 |
|
2018
Q2 | $22.4K | Hold |
400
| – | – | 0.02% | 161 |
|
2018
Q1 | $15.3K | Buy |
+400
| New | +$15.3K | 0.01% | 173 |
|