Lee Financial’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-37
| Closed | -$2.81K | – | 770 |
|
|
2023
Q4 | $2.81K | Buy |
+37
| New | +$2.81K | ﹤0.01% | 678 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | -$1K | – | 956 |
|
|
2021
Q3 | $1K | Sell |
3
-4
| -57% | -$1.33K | ﹤0.01% | 686 |
|
|
2021
Q2 | $3K | Buy |
+7
| New | +$3K | ﹤0.01% | 530 |
|
|
2020
Q4 | – | Sell |
-230
| Closed | -$57K | – | 545 |
|
|
2020
Q3 | $57K | Hold |
230
| – | – | 0.02% | 216 |
|
|
2020
Q2 | $50K | Buy |
+230
| New | +$50K | 0.01% | 208 |
|
|
2020
Q1 | – | Sell |
-600
| Closed | -$59K | – | 517 |
|
|
2019
Q4 | $59K | Sell |
600
-300
| -33% | -$29.5K | 0.01% | 179 |
|
|
2019
Q3 | $99K | Hold |
900
| – | – | 0.02% | 152 |
|
|
2019
Q2 | $123K | Hold |
900
| – | – | 0.03% | 154 |
|
|
2019
Q1 | $116K | Buy |
900
+850
| +1,700% | +$110K | 0.03% | 154 |
|
|
2018
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 382 |
|
|
2018
Q2 | – | Sell |
-45
| Closed | -$2K | – | 835 |
|
|
2018
Q1 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 709 |
|