First Foundation Advisors’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 |
-1,758
| Closed | -$290K | – | 454 |
|
|
2022
Q1 | $290K | Buy |
1,758
+25
| +1% | +$4.12K | 0.01% | 342 |
|
|
2021
Q4 | $456K | Buy |
1,733
+552
| +47% | +$145K | 0.02% | 283 |
|
|
2021
Q3 | $377K | Buy |
1,181
+36
| +3% | +$11.5K | 0.01% | 323 |
|
|
2021
Q2 | $451K | Buy |
1,145
+150
| +15% | +$59.1K | 0.02% | 299 |
|
|
2021
Q1 | $339K | Buy |
995
+202
| +25% | +$68.8K | 0.01% | 322 |
|
|
2020
Q4 | $268K | Buy |
+793
| New | +$268K | 0.01% | 350 |
|
|
2017
Q1 | – | Sell |
-22,050
| Closed | -$636K | – | 345 |
|
|
2016
Q4 | $636K | Sell |
22,050
-484
| -2% | -$14K | 0.04% | 172 |
|
|
2016
Q3 | $1.45M | Buy |
22,534
+12,034
| +115% | +$774K | 0.1% | 116 |
|
|
2016
Q2 | $383K | Buy |
+10,500
| New | +$383K | 0.03% | 217 |
|