IFWM
TWTR
Institute for Wealth Management’s Twitter, Inc. TWTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-38,088
| Closed | -$1.67M | – | 473 |
|
|
2022
Q3 | $1.67M | Hold |
38,088
| – | – | 0.37% | 67 |
|
|
2022
Q2 | $1.42M | Sell |
38,088
-6,040
| -14% | -$226K | 0.28% | 90 |
|
|
2022
Q1 | $1.71M | Buy |
44,128
+8,778
| +25% | +$340K | 0.28% | 87 |
|
|
2021
Q4 | $1.53M | Buy |
35,350
+809
| +2% | +$35K | 0.25% | 107 |
|
|
2021
Q3 | $2.09M | Buy |
34,541
+506
| +1% | +$30.6K | 0.37% | 64 |
|
|
2021
Q2 | $2.34M | Sell |
34,035
-262
| -0.8% | -$18K | 0.41% | 60 |
|
|
2021
Q1 | $2.18M | Sell |
34,297
-1,072
| -3% | -$68.2K | 0.41% | 60 |
|
|
2020
Q4 | $1.92M | Sell |
35,369
-1,152
| -3% | -$62.4K | 0.38% | 63 |
|
|
2020
Q3 | $1.63M | Sell |
36,521
-480
| -1% | -$21.4K | 0.37% | 57 |
|
|
2020
Q2 | $1.1M | Buy |
37,001
+1,608
| +5% | +$47.9K | 0.27% | 96 |
|
|
2020
Q1 | $869K | Buy |
35,393
+561
| +2% | +$13.8K | 0.27% | 97 |
|
|
2019
Q4 | $1.12M | Buy |
34,832
+6,454
| +23% | +$207K | 0.25% | 107 |
|
|
2019
Q3 | $1.17M | Sell |
28,378
-2,631
| -8% | -$108K | 0.29% | 95 |
|
|
2019
Q2 | $1.08M | Sell |
31,009
-946
| -3% | -$33K | 0.24% | 121 |
|
|
2019
Q1 | $1.05M | Buy |
31,955
+2,168
| +7% | +$71.3K | 0.23% | 124 |
|
|
2018
Q4 | $856K | Buy |
29,787
+8,788
| +42% | +$253K | 0.35% | 86 |
|
|
2018
Q3 | $612K | Buy |
20,999
+4,274
| +26% | +$125K | 0.21% | 145 |
|
|
2018
Q2 | $731K | Buy |
16,725
+40
| +0.2% | +$1.75K | 0.23% | 133 |
|
|
2018
Q1 | $504K | Buy |
16,685
+909
| +6% | +$27.5K | 0.15% | 193 |
|
|
2017
Q4 | $376K | Sell |
15,776
-3,548
| -18% | -$84.6K | 0.09% | 266 |
|
|
2017
Q3 | $326K | Buy |
19,324
+900
| +5% | +$15.2K | 0.11% | 219 |
|
|
2017
Q2 | $334K | Buy |
+18,424
| New | +$334K | 0.09% | 292 |
|