Financial Architects (New Jersey)’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $636K | Hold |
10,000
| – | – | 0.1% | 182 |
|
|
2023
Q1 | $666K | Hold |
10,000
| – | – | 0.11% | 176 |
|
|
2022
Q4 | $490K | Hold |
10,000
| – | – | 0.08% | 213 |
|
|
2022
Q3 | $691K | Buy |
+10,000
| New | +$691K | 0.12% | 165 |
|
|
2022
Q2 | – | Sell |
-10,000
| Closed | -$1.65M | – | 267 |
|
|
2022
Q1 | $1.65M | Buy |
+10,000
| New | +$1.65M | 0.24% | 103 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$22K | – | 736 |
|
|
2020
Q2 | $22K | Sell |
100
-133
| -57% | -$29.3K | 0.01% | 538 |
|
|
2020
Q1 | $21K | Hold |
233
| – | – | 0.01% | 504 |
|
|
2019
Q4 | $23K | Hold |
233
| – | – | 0.01% | 556 |
|
|
2019
Q3 | $26K | Sell |
233
-222
| -49% | -$24.8K | 0.01% | 539 |
|
|
2019
Q2 | $62K | Sell |
455
-210
| -32% | -$28.6K | 0.01% | 414 |
|
|
2019
Q1 | $86K | Buy |
665
+332
| +100% | +$42.9K | 0.01% | 448 |
|
|
2018
Q4 | $30K | Sell |
333
-400
| -55% | -$36K | 0.01% | 624 |
|
|
2018
Q3 | $63K | Buy |
733
+83
| +13% | +$7.13K | 0.01% | 490 |
|
|
2018
Q2 | $36K | Hold |
650
| – | – | 0.01% | 650 |
|
|
2018
Q1 | $25K | Sell |
650
-120
| -16% | -$4.62K | ﹤0.01% | 721 |
|
|
2017
Q4 | $18K | Sell |
770
-80
| -9% | -$1.87K | ﹤0.01% | 871 |
|
|
2017
Q3 | $25K | Sell |
850
-300
| -26% | -$8.82K | ﹤0.01% | 819 |
|
|
2017
Q2 | $34K | Hold |
1,150
| – | – | 0.01% | 713 |
|
|
2017
Q1 | $34K | Buy |
1,150
+300
| +35% | +$8.87K | 0.01% | 699 |
|
|
2016
Q4 | $25K | Sell |
850
-600
| -41% | -$17.6K | 0.01% | 775 |
|
|
2016
Q3 | $93K | Buy |
+1,450
| New | +$93K | 0.03% | 411 |
|