Orion Portfolio Solutions’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,347
| Closed | -$222K | – | 742 |
|
2022
Q1 | $222K | Buy |
1,347
+82
| +6% | +$13.5K | 0.01% | 659 |
|
2021
Q4 | $333K | Buy |
+1,265
| New | +$333K | 0.01% | 547 |
|
2020
Q3 | – | Sell |
-155
| Closed | -$34K | – | 1926 |
|
2020
Q2 | $34K | Sell |
155
-79
| -34% | -$17.3K | ﹤0.01% | 799 |
|
2020
Q1 | $21K | Sell |
234
-24
| -9% | -$2.15K | ﹤0.01% | 826 |
|
2019
Q4 | $25K | Buy |
+258
| New | +$25K | ﹤0.01% | 724 |
|