Laidlaw Wealth Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,300
| Closed | -$214K | – | 417 |
|
2022
Q1 | $214K | Sell |
1,300
-22
| -2% | -$3.62K | 0.04% | 361 |
|
2021
Q4 | $348K | Sell |
1,322
-51
| -4% | -$13.4K | 0.06% | 279 |
|
2021
Q3 | $438K | Sell |
1,373
-18
| -1% | -$5.74K | 0.11% | 166 |
|
2021
Q2 | $548K | Buy |
1,391
+41
| +3% | +$16.2K | 0.14% | 137 |
|
2021
Q1 | $460K | Hold |
1,350
| – | – | 0.16% | 135 |
|
2020
Q4 | $457K | Buy |
+1,350
| New | +$457K | 0.1% | 204 |
|