Jamison Private Wealth Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-334
| Closed | -$21.8K | – | 450 |
|
2024
Q3 | $21.8K | Hold |
334
| – | – | ﹤0.01% | 299 |
|
2024
Q2 | $19K | Hold |
334
| – | – | ﹤0.01% | 294 |
|
2024
Q1 | $20.4K | Hold |
334
| – | – | ﹤0.01% | 296 |
|
2023
Q4 | $25.3K | Sell |
334
-40
| -11% | -$3.04K | ﹤0.01% | 265 |
|
2023
Q3 | $21.9K | Buy |
+374
| New | +$21.9K | ﹤0.01% | 268 |
|