Mount Yale Investment Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4K | Buy |
+132
| New | +$16.4K | ﹤0.01% | 1072 |
|
|
2022
Q2 | – | Sell |
-1,465
| Closed | -$241K | – | 494 |
|
|
2022
Q1 | $241K | Buy |
+1,465
| New | +$241K | 0.03% | 417 |
|
|
2021
Q4 | – | Sell |
-1,498
| Closed | -$478K | – | 484 |
|
|
2021
Q3 | $478K | Buy |
1,498
+587
| +64% | +$187K | 0.06% | 290 |
|
|
2021
Q2 | $359K | Buy |
+911
| New | +$359K | 0.04% | 292 |
|