Oak Harbor Wealth Partners’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,800
| Closed | -$232K | – | 231 |
|
|
2024
Q1 | $232K | Hold |
3,800
| – | – | 0.07% | 157 |
|
|
2023
Q4 | $288K | Sell |
3,800
-4,000
| -51% | -$303K | 0.1% | 136 |
|
|
2023
Q3 | $457K | Hold |
7,800
| – | – | 0.16% | 111 |
|
|
2023
Q2 | $496K | Buy |
7,800
+2,000
| +34% | +$127K | 0.17% | 112 |
|
|
2023
Q1 | $386K | Buy |
+5,800
| New | +$386K | 0.14% | 125 |
|