Laurel Wealth Advisors (California)’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-3,081
| Closed | -$213K | – | 671 |
|
2022
Q3 | $213K | Sell |
3,081
-27
| -0.9% | -$1.87K | 0.02% | 594 |
|
2022
Q2 | $261K | Sell |
3,108
-152
| -5% | -$12.8K | 0.03% | 536 |
|
2022
Q1 | $537K | Sell |
3,260
-42
| -1% | -$6.92K | 0.04% | 387 |
|
2021
Q4 | $870K | Buy |
3,302
+346
| +12% | +$91.2K | 0.07% | 299 |
|
2021
Q3 | $943K | Sell |
2,956
-60
| -2% | -$19.1K | 0.17% | 141 |
|
2021
Q2 | $1.19M | Buy |
3,016
+56
| +2% | +$22.1K | 0.15% | 150 |
|
2021
Q1 | $1.01M | Sell |
2,960
-386
| -12% | -$132K | 0.15% | 161 |
|
2020
Q4 | $1.13M | Buy |
3,346
+72
| +2% | +$24.4K | 0.17% | 141 |
|
2020
Q3 | $809K | Buy |
3,274
+299
| +10% | +$73.9K | 0.13% | 168 |
|
2020
Q2 | $653K | Buy |
2,975
+730
| +33% | +$160K | 0.12% | 184 |
|
2020
Q1 | $201K | Sell |
2,245
-1,325
| -37% | -$119K | 0.05% | 345 |
|
2019
Q4 | $351K | Sell |
3,570
-10,206
| -74% | -$1M | 0.06% | 305 |
|
2019
Q3 | $1.52M | Buy |
13,776
+10,426
| +311% | +$1.15M | 0.26% | 100 |
|
2019
Q2 | $457K | Buy |
3,350
+350
| +12% | +$47.7K | 0.1% | 220 |
|
2019
Q1 | $388K | Buy |
3,000
+750
| +33% | +$97K | 0.1% | 236 |
|
2018
Q4 | $200K | Buy |
+2,250
| New | +$200K | 0.06% | 312 |
|