IAM 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 |
-2,663
| Closed | -$606K | – | 85 |
|
2021
Q4 | $606K | Sell |
2,663
-13
| -0.5% | -$2.96K | 0.24% | 55 |
|
2021
Q3 | $858K | Buy |
+2,676
| New | +$858K | 0.36% | 46 |
|
2021
Q2 | – | Sell |
-2,608
| Closed | -$939K | – | 98 |
|
2021
Q1 | $939K | Buy |
2,608
+50
| +2% | +$18K | 0.41% | 35 |
|
2020
Q4 | $996K | Buy |
+2,558
| New | +$996K | 0.5% | 30 |
|