Family Management’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,419
Closed -$399K 196
2022
Q1
$399K Sell
2,419
-849
-26% -$140K 0.11% 108
2021
Q4
$861K Buy
3,268
+1,601
+96% +$422K 0.22% 74
2021
Q3
$532K Buy
1,667
+389
+30% +$124K 0.15% 98
2021
Q2
$504K Buy
1,278
+413
+48% +$163K 0.13% 108
2021
Q1
$295K Buy
+865
New +$295K 0.09% 116