Financial Synergies Wealth Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12
| Closed | -$734 | – | 441 |
|
|
2024
Q1 | $734 | Buy |
+12
| New | +$734 | ﹤0.01% | 434 |
|
|
2023
Q3 | – | Sell |
-13
| Closed | -$828 | – | 521 |
|
|
2023
Q2 | $828 | Buy |
+13
| New | +$828 | ﹤0.01% | 399 |
|
|
2022
Q4 | – | Sell |
-22
| Closed | -$1.52K | – | 501 |
|
|
2022
Q3 | $1.52K | Buy |
+22
| New | +$1.52K | ﹤0.01% | 245 |
|