Foundations Investment Advisors’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,730
| Closed | -$496K | – | 863 |
|
|
2024
Q2 | $496K | Buy |
8,730
+2,494
| +40% | +$142K | 0.01% | 498 |
|
|
2024
Q1 | $381K | Sell |
6,236
-3,763
| -38% | -$230K | 0.01% | 525 |
|
|
2023
Q4 | $704K | Buy |
9,999
+3,031
| +43% | +$213K | 0.02% | 367 |
|
|
2023
Q3 | $408K | Sell |
6,968
-1,711
| -20% | -$100K | 0.01% | 440 |
|
|
2023
Q2 | $552K | Buy |
8,679
+960
| +12% | +$61.1K | 0.02% | 343 |
|
|
2023
Q1 | $514K | Sell |
7,719
-19,813
| -72% | -$1.32M | 0.02% | 316 |
|
|
2022
Q4 | $1.35M | Buy |
27,532
+7,658
| +39% | +$375K | 0.05% | 174 |
|
|
2022
Q3 | $1.37M | Buy |
19,874
+5,133
| +35% | +$355K | 0.06% | 127 |
|
|
2022
Q2 | $1.31M | Buy |
14,741
+682
| +5% | +$60.5K | 0.05% | 116 |
|
|
2022
Q1 | $1.93M | Buy |
14,059
+3,092
| +28% | +$424K | 0.07% | 95 |
|
|
2021
Q4 | $2.49M | Buy |
10,967
+5,006
| +84% | +$1.14M | 0.09% | 83 |
|
|
2021
Q3 | $1.91M | Sell |
5,961
-200
| -3% | -$64.1K | 0.08% | 84 |
|
|
2021
Q2 | $2.42M | Buy |
6,161
+4,536
| +279% | +$1.78M | 0.12% | 66 |
|
|
2021
Q1 | $574K | Buy |
1,625
+1,059
| +187% | +$374K | 0.03% | 126 |
|
|
2020
Q4 | $204K | Buy |
+566
| New | +$204K | 0.01% | 180 |
|