Kovack Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,147
| Closed | -$376K | – | 600 |
|
|
2024
Q1 | $376K | Sell |
6,147
-1,582
| -20% | -$96.7K | 0.05% | 308 |
|
|
2023
Q4 | $586K | Buy |
7,729
+1,395
| +22% | +$106K | 0.07% | 267 |
|
|
2023
Q3 | $371K | Buy |
6,334
+1,446
| +30% | +$84.6K | 0.05% | 331 |
|
|
2023
Q2 | $311K | Buy |
4,888
+85
| +2% | +$5.41K | 0.04% | 408 |
|
|
2023
Q1 | $320K | Buy |
4,803
+347
| +8% | +$23.1K | 0.04% | 395 |
|
|
2022
Q4 | $218K | Sell |
4,456
-1,925
| -30% | -$94.2K | 0.03% | 500 |
|
|
2022
Q3 | $441K | Buy |
6,381
+675
| +12% | +$46.7K | 0.06% | 305 |
|
|
2022
Q2 | $478K | Sell |
5,706
-87
| -2% | -$7.29K | 0.06% | 325 |
|
|
2022
Q1 | $954K | Sell |
5,793
-600
| -9% | -$98.8K | 0.1% | 219 |
|
|
2021
Q4 | $1.68M | Sell |
6,393
-379
| -6% | -$99.8K | 0.16% | 144 |
|
|
2021
Q3 | $2.16M | Buy |
6,772
+64
| +1% | +$20.4K | 0.23% | 111 |
|
|
2021
Q2 | $2.64M | Sell |
6,708
-98
| -1% | -$38.6K | 0.3% | 89 |
|
|
2021
Q1 | $2.32M | Buy |
6,806
+264
| +4% | +$90K | 0.3% | 86 |
|
|
2020
Q4 | $2.21M | Buy |
6,542
+317
| +5% | +$107K | 0.32% | 82 |
|
|
2020
Q3 | $1.54M | Buy |
6,225
+252
| +4% | +$62.3K | 0.27% | 93 |
|
|
2020
Q2 | $1.31M | Buy |
5,973
+294
| +5% | +$64.5K | 0.26% | 99 |
|
|
2020
Q1 | $508K | Sell |
5,679
-892
| -14% | -$79.8K | 0.12% | 186 |
|
|
2019
Q4 | $646K | Sell |
6,571
-2,207
| -25% | -$217K | 0.12% | 196 |
|
|
2019
Q3 | $965K | Buy |
8,778
+637
| +8% | +$70K | 0.2% | 132 |
|
|
2019
Q2 | $1.11M | Buy |
8,141
+88
| +1% | +$12K | 0.25% | 96 |
|
|
2019
Q1 | $1.04M | Buy |
+8,053
| New | +$1.04M | 0.26% | 97 |
|