Glassman Wealth Services’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 |
-157
| Closed | -$11.9K | – | 1703 |
|
2023
Q4 | $11.9K | Buy |
157
+7
| +5% | +$531 | ﹤0.01% | 832 |
|
2023
Q3 | $8.78K | Hold |
150
| – | – | ﹤0.01% | 891 |
|
2023
Q2 | $9.54K | Sell |
150
-29
| -16% | -$1.85K | ﹤0.01% | 827 |
|
2023
Q1 | $11.9K | Buy |
179
+68
| +61% | +$4.53K | ﹤0.01% | 773 |
|
2022
Q4 | $5.44K | Sell |
111
-27
| -20% | -$1.32K | ﹤0.01% | 998 |
|
2022
Q3 | $10K | Buy |
138
+81
| +142% | +$5.87K | ﹤0.01% | 804 |
|
2022
Q2 | $5K | Sell |
57
-12
| -17% | -$1.05K | ﹤0.01% | 1030 |
|
2022
Q1 | $11K | Sell |
69
-6
| -8% | -$957 | ﹤0.01% | 809 |
|
2021
Q4 | $20K | Sell |
75
-6
| -7% | -$1.6K | ﹤0.01% | 612 |
|
2021
Q3 | $26K | Buy |
81
+5
| +7% | +$1.61K | 0.01% | 520 |
|
2021
Q2 | $30K | Hold |
76
| – | – | 0.01% | 457 |
|
2021
Q1 | $26K | Buy |
76
+17
| +29% | +$5.82K | 0.01% | 464 |
|
2020
Q4 | $20K | Buy |
59
+10
| +20% | +$3.39K | ﹤0.01% | 535 |
|
2020
Q3 | $12K | Sell |
49
-91
| -65% | -$22.3K | ﹤0.01% | 579 |
|
2020
Q2 | $31K | Buy |
140
+129
| +1,173% | +$28.6K | 0.01% | 318 |
|
2020
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1001 |
|
2019
Q4 | – | Sell |
-6
| Closed | -$1K | – | 1492 |
|
2019
Q3 | $1K | Buy |
6
+3
| +100% | +$500 | ﹤0.01% | 934 |
|
2019
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1368 |
|
2016
Q4 | – | Sell |
-100
| Closed | -$6K | – | 713 |
|
2016
Q3 | $6K | Buy |
+100
| New | +$6K | 0.01% | 353 |
|