IHT Wealth Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,985
| Closed | -$327K | – | 806 |
|
|
2022
Q1 | $327K | Hold |
1,985
| – | – | 0.02% | 536 |
|
|
2021
Q4 | $523K | Sell |
1,985
-126
| -6% | -$33.2K | 0.04% | 423 |
|
|
2021
Q3 | $674K | Sell |
2,111
-49
| -2% | -$15.6K | 0.05% | 333 |
|
|
2021
Q2 | $851K | Buy |
2,160
+29
| +1% | +$11.4K | 0.05% | 361 |
|
|
2021
Q1 | $726K | Sell |
2,131
-1,850
| -46% | -$630K | 0.05% | 348 |
|
|
2020
Q4 | $1.35M | Buy |
3,981
+101
| +3% | +$34.2K | 0.11% | 197 |
|
|
2020
Q3 | $959K | Hold |
3,880
| – | – | 0.1% | 219 |
|
|
2020
Q2 | $851K | Buy |
3,880
+8
| +0.2% | +$1.76K | 0.12% | 196 |
|
|
2020
Q1 | $347K | Buy |
3,872
+200
| +5% | +$17.9K | 0.05% | 346 |
|
|
2019
Q4 | $361K | Sell |
3,672
-1,493
| -29% | -$147K | 0.04% | 398 |
|
|
2019
Q3 | $568K | Sell |
5,165
-263
| -5% | -$28.9K | 0.08% | 295 |
|
|
2019
Q2 | $740K | Buy |
5,428
+591
| +12% | +$80.6K | 0.11% | 219 |
|
|
2019
Q1 | $625K | Sell |
4,837
-1,893
| -28% | -$245K | 0.1% | 228 |
|
|
2018
Q4 | $601K | Sell |
6,730
-75
| -1% | -$6.7K | 0.12% | 210 |
|
|
2018
Q3 | $587K | Sell |
6,805
-2,190
| -24% | -$189K | 0.13% | 201 |
|
|
2018
Q2 | $504K | Sell |
8,995
-847
| -9% | -$47.5K | 0.13% | 203 |
|
|
2018
Q1 | $361K | Sell |
9,842
-205
| -2% | -$7.52K | 0.1% | 239 |
|
|
2017
Q4 | $263K | Buy |
10,047
+430
| +4% | +$11.3K | 0.07% | 309 |
|
|
2017
Q3 | $310K | Sell |
9,617
-343
| -3% | -$11.1K | 0.13% | 178 |
|
|
2017
Q2 | $47 | Buy |
+9,960
| New | +$47 | 0.02% | 520 |
|