Minot Wealth Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,409
| Closed | -$450K | – | 214 |
|
|
2021
Q3 | $450K | Hold |
1,409
| – | – | 0.1% | 134 |
|
|
2021
Q2 | $548K | Sell |
1,409
-347
| -20% | -$135K | 0.12% | 121 |
|
|
2021
Q1 | $598K | Buy |
1,756
+46
| +3% | +$15.7K | 0.15% | 109 |
|
|
2020
Q4 | $579K | Buy |
1,710
+875
| +105% | +$296K | 0.17% | 96 |
|
|
2020
Q3 | $206K | Buy |
+835
| New | +$206K | 0.08% | 131 |
|