Lenox Wealth Advisors’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$110K Sell
749
-5
-0.7% -$734 0.01% 159
2021
Q4
$199K Buy
754
+5
+0.7% +$1.32K 0.02% 112
2021
Q3
$239K Hold
749
0.03% 90
2021
Q2
$295K Sell
749
-14
-2% -$5.51K 0.04% 83
2021
Q1
$260K Buy
763
+14
+2% +$4.77K 0.04% 73
2020
Q4
$254K Hold
749
0.04% 75
2020
Q3
$185K Buy
749
+22
+3% +$5.43K 0.03% 83
2020
Q2
$160K Hold
727
0.03% 81
2020
Q1
$65K Hold
727
0.01% 117
2019
Q4
$71K Hold
727
0.01% 140
2019
Q3
$80K Buy
727
+125
+21% +$13.8K 0.01% 121
2019
Q2
$82K Hold
602
0.01% 121
2019
Q1
$78K Buy
+602
New +$78K 0.01% 112