NewEdge Wealth’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,856
| Closed | -$323K | – | 597 |
|
|
2022
Q2 | $323K | Buy |
3,856
+255
| +7% | +$21.4K | 0.01% | 453 |
|
|
2022
Q1 | $593K | Sell |
3,601
-661
| -16% | -$109K | 0.03% | 277 |
|
|
2021
Q4 | $1.12M | Buy |
4,262
+516
| +14% | +$136K | 0.05% | 222 |
|
|
2021
Q3 | $1.2M | Buy |
3,746
+566
| +18% | +$181K | 0.07% | 167 |
|
|
2021
Q2 | $1.25M | Hold |
3,180
| – | – | 0.1% | 158 |
|
|
2021
Q1 | $1.08M | Buy |
+3,180
| New | +$1.08M | 0.11% | 151 |
|