EP Wealth Advisors’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,136
| Closed | -$263K | – | 624 |
|
|
2022
Q2 | $263K | Sell |
3,136
-2,727
| -47% | -$229K | 0.01% | 516 |
|
|
2022
Q1 | $966K | Sell |
5,863
-143
| -2% | -$23.6K | 0.02% | 276 |
|
|
2021
Q4 | $1.58M | Sell |
6,006
-1,939
| -24% | -$511K | 0.04% | 208 |
|
|
2021
Q3 | $2.54M | Buy |
7,945
+104
| +1% | +$33.2K | 0.07% | 147 |
|
|
2021
Q2 | $3.09M | Sell |
7,841
-991
| -11% | -$391K | 0.09% | 142 |
|
|
2021
Q1 | $3.01M | Buy |
8,832
+1,002
| +13% | +$341K | 0.1% | 135 |
|
|
2020
Q4 | $2.65M | Buy |
+7,830
| New | +$2.65M | 0.09% | 110 |
|