JWS
Juncture Wealth Strategies’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,197
| Closed | -$546K | – | 127 |
|
|
2023
Q4 | $546K | Sell |
7,197
-231
| -3% | -$17.5K | 0.25% | 70 |
|
|
2023
Q3 | $435K | Buy |
+7,428
| New | +$435K | 0.21% | 88 |
|
|
2022
Q1 | – | Sell |
-1,278
| Closed | -$337K | – | 126 |
|
|
2021
Q4 | $337K | Buy |
1,278
+221
| +21% | +$58.3K | 0.16% | 98 |
|
|
2021
Q3 | $337K | Buy |
1,057
+199
| +23% | +$63.4K | 0.18% | 90 |
|
|
2021
Q2 | $315K | Buy |
+858
| New | +$315K | 0.18% | 88 |
|
|
2021
Q1 | – | Sell |
-628
| Closed | -$213K | – | 123 |
|
|
2020
Q4 | $213K | Buy |
+628
| New | +$213K | 0.13% | 105 |
|