Kerrisdale Advisers’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-126,227
Closed -$6.18M 108
2022
Q4
$6.18M Buy
+126,227
New +$6.18M 1.83% 17
2022
Q3
Sell
-9,675
Closed -$811K 87
2022
Q2
$811K Sell
9,675
-1,596
-14% -$134K 0.26% 64
2022
Q1
$1.86M Buy
+11,271
New +$1.86M 0.57% 30