Moneta Group Investment Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,375
| Closed | -$225K | – | 575 |
|
|
2023
Q1 | $225K | Buy |
+3,375
| New | +$225K | 0.01% | 474 |
|
|
2022
Q3 | – | Sell |
-4,355
| Closed | -$365K | – | 464 |
|
|
2022
Q2 | $365K | Buy |
4,355
+217
| +5% | +$18.2K | 0.01% | 350 |
|
|
2022
Q1 | $682K | Sell |
4,138
-20
| -0.5% | -$3.3K | 0.03% | 253 |
|
|
2021
Q4 | $1.1M | Sell |
4,158
-14
| -0.3% | -$3.69K | 0.04% | 191 |
|
|
2021
Q3 | $1.33M | Buy |
4,172
+2,404
| +136% | +$767K | 0.06% | 158 |
|
|
2021
Q2 | $697K | Buy |
1,768
+31
| +2% | +$12.2K | 0.03% | 236 |
|
|
2021
Q1 | $592K | Sell |
1,737
-948
| -35% | -$323K | 0.03% | 235 |
|
|
2020
Q4 | $909K | Buy |
+2,685
| New | +$909K | 0.07% | 153 |
|