FDx Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,113
| Closed | -$388K | – | 620 |
|
|
2023
Q4 | $388K | Sell |
5,113
-857
| -14% | -$65K | 0.03% | 461 |
|
|
2023
Q3 | $349K | Sell |
5,970
-3,044
| -34% | -$178K | 0.03% | 431 |
|
|
2023
Q2 | $573K | Buy |
9,014
+2,129
| +31% | +$135K | 0.03% | 414 |
|
|
2023
Q1 | $337K | Hold |
6,885
| – | – | 0.01% | 529 |
|
|
2022
Q4 | $337K | Buy |
6,885
+1,174
| +21% | +$57.5K | 0.01% | 529 |
|
|
2022
Q3 | $395K | Buy |
5,711
+339
| +6% | +$23.4K | 0.02% | 466 |
|
|
2022
Q2 | $450K | Sell |
5,372
-5
| -0.1% | -$419 | 0.02% | 510 |
|
|
2022
Q1 | $886K | Buy |
5,377
+748
| +16% | +$123K | 0.03% | 348 |
|
|
2021
Q4 | $1.22M | Buy |
4,629
+1,711
| +59% | +$451K | 0.03% | 320 |
|
|
2021
Q3 | $931K | Sell |
2,918
-25
| -0.8% | -$7.98K | 0.03% | 354 |
|
|
2021
Q2 | $1.16M | Buy |
2,943
+641
| +28% | +$253K | 0.04% | 305 |
|
|
2021
Q1 | $784K | Sell |
2,302
-1,927
| -46% | -$656K | 0.03% | 356 |
|
|
2020
Q4 | $1.43M | Buy |
4,229
+3,014
| +248% | +$1.02M | 0.06% | 209 |
|
|
2020
Q3 | $300K | Buy |
+1,215
| New | +$300K | 0.01% | 489 |
|