Global Wealth Management Investment Advisory’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 |
-1,010
| Closed | -$76.6K | – | 409 |
|
|
2023
Q4 | $76.6K | Sell |
1,010
-517
| -34% | -$39.2K | 0.02% | 163 |
|
|
2023
Q3 | $89.4K | Buy |
1,527
+162
| +12% | +$9.48K | 0.03% | 160 |
|
|
2023
Q2 | $86.8K | Buy |
+1,365
| New | +$86.8K | 0.02% | 167 |
|
|
2022
Q3 | – | Sell |
-1,660
| Closed | -$139K | – | 446 |
|
|
2022
Q2 | $139K | Sell |
1,660
-69
| -4% | -$5.78K | 0.05% | 142 |
|
|
2022
Q1 | $285K | Buy |
1,729
+133
| +8% | +$21.9K | 0.08% | 130 |
|
|
2021
Q4 | $420K | Buy |
1,596
+518
| +48% | +$136K | 0.13% | 106 |
|
|
2021
Q3 | $344K | Sell |
1,078
-251
| -19% | -$80.1K | 0.11% | 111 |
|
|
2021
Q2 | $524K | Buy |
1,329
+210
| +19% | +$82.8K | 0.17% | 98 |
|
|
2021
Q1 | $381K | Buy |
1,119
+442
| +65% | +$150K | 0.14% | 101 |
|
|
2020
Q4 | $229K | Buy |
677
+554
| +450% | +$187K | 0.09% | 108 |
|
|
2020
Q3 | $30K | Sell |
123
-110
| -47% | -$26.8K | 0.01% | 202 |
|
|
2020
Q2 | $51K | Buy |
233
+158
| +211% | +$34.6K | 0.02% | 191 |
|
|
2020
Q1 | $7K | Sell |
75
-90
| -55% | -$8.4K | ﹤0.01% | 388 |
|
|
2019
Q4 | $16K | Hold |
165
| – | – | 0.01% | 291 |
|
|
2019
Q3 | $18K | Hold |
165
| – | – | 0.01% | 264 |
|
|
2019
Q2 | $22K | Hold |
165
| – | – | 0.01% | 263 |
|
|
2019
Q1 | $21K | Buy |
165
+90
| +120% | +$11.5K | 0.01% | 304 |
|
|
2018
Q4 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 449 |
|