HBK Sorce Advisory’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,310
| Closed | -$345K | – | 617 |
|
|
2021
Q4 | $345K | Buy |
1,310
+54
| +4% | +$14.2K | 0.02% | 417 |
|
|
2021
Q3 | $401K | Sell |
1,256
-158
| -11% | -$50.4K | 0.02% | 364 |
|
|
2021
Q2 | $557K | Buy |
1,414
+395
| +39% | +$156K | 0.03% | 304 |
|
|
2021
Q1 | $347K | Buy |
1,019
+31
| +3% | +$10.6K | 0.02% | 373 |
|
|
2020
Q4 | $334K | Buy |
+988
| New | +$334K | 0.02% | 351 |
|
|
2019
Q2 | – | Sell |
-2,215
| Closed | -$286K | – | 446 |
|
|
2019
Q1 | $286K | Buy |
+2,215
| New | +$286K | 0.03% | 345 |
|