EP Wealth Advisors’s Twitter, Inc. TWTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,677
| Closed | -$282K | – | 574 |
|
|
2021
Q3 | $282K | Buy |
4,677
+1,197
| +34% | +$72.2K | 0.01% | 444 |
|
|
2021
Q2 | $239K | Buy |
3,480
+317
| +10% | +$21.8K | 0.01% | 488 |
|
|
2021
Q1 | $201K | Sell |
3,163
-706
| -18% | -$44.9K | 0.01% | 477 |
|
|
2020
Q4 | $209K | Buy |
+3,869
| New | +$209K | 0.01% | 405 |
|
|
2018
Q3 | – | Sell |
-8,969
| Closed | -$392K | – | 286 |
|
|
2018
Q2 | $392K | Hold |
8,969
| – | – | 0.04% | 137 |
|
|
2018
Q1 | $260K | Hold |
8,969
| – | – | 0.03% | 173 |
|
|
2017
Q4 | $215K | Buy |
+8,969
| New | +$215K | 0.02% | 182 |
|
|
2017
Q3 | – | Sell |
-11,819
| Closed | -$211K | – | 191 |
|
|
2017
Q2 | $211K | Buy |
+11,819
| New | +$211K | 0.03% | 171 |
|
|
2016
Q3 | – | Sell |
-12,619
| Closed | -$213K | – | 147 |
|
|
2016
Q2 | $213K | Sell |
12,619
-5,000
| -28% | -$84.4K | 0.03% | 122 |
|
|
2016
Q1 | $292K | Buy |
+17,619
| New | +$292K | 0.04% | 107 |
|