Peloton Wealth Strategists’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,779
| Closed | -$330K | – | 87 |
|
|
2022
Q3 | $330K | Sell |
4,779
-379
| -7% | -$26.2K | 0.17% | 76 |
|
|
2022
Q2 | $432K | Sell |
5,158
-4,417
| -46% | -$370K | 0.21% | 72 |
|
|
2022
Q1 | $1.58M | Sell |
9,575
-55
| -0.6% | -$9.06K | 0.66% | 55 |
|
|
2021
Q4 | $2.54M | Sell |
9,630
-165
| -2% | -$43.5K | 1.02% | 42 |
|
|
2021
Q3 | $3.13M | Sell |
9,795
-145
| -1% | -$46.3K | 1.28% | 33 |
|
|
2021
Q2 | $3.92M | Sell |
9,940
-538
| -5% | -$212K | 1.62% | 24 |
|
|
2021
Q1 | $3.57M | Sell |
10,478
-3,442
| -25% | -$1.17M | 1.68% | 25 |
|
|
2020
Q4 | $4.71M | Sell |
13,920
-1,480
| -10% | -$501K | 2.33% | 16 |
|
|
2020
Q3 | $3.81M | Sell |
15,400
-3,973
| -21% | -$982K | 2.13% | 17 |
|
|
2020
Q2 | $4.25M | Sell |
19,373
-2,963
| -13% | -$650K | 2.68% | 8 |
|
|
2020
Q1 | $2M | Buy |
22,336
+200
| +0.9% | +$17.9K | 1.63% | 26 |
|
|
2019
Q4 | $2.18M | Hold |
22,136
| – | – | 1.32% | 33 |
|
|
2019
Q3 | $2.43M | Sell |
22,136
-204
| -0.9% | -$22.4K | 1.56% | 30 |
|
|
2019
Q2 | $3.05M | Sell |
22,340
-656
| -3% | -$89.4K | 2.04% | 17 |
|
|
2019
Q1 | $2.97M | Sell |
22,996
-100
| -0.4% | -$12.9K | 2.06% | 16 |
|
|
2018
Q4 | $2.06M | Sell |
23,096
-794
| -3% | -$70.9K | 1.68% | 31 |
|
|
2018
Q3 | $2.06M | Sell |
23,890
-4,800
| -17% | -$414K | 1.42% | 35 |
|
|
2018
Q2 | $1.61M | Buy |
28,690
+1,290
| +5% | +$72.3K | 1.16% | 38 |
|
|
2018
Q1 | $1.05M | Buy |
27,400
+5,400
| +25% | +$206K | 0.79% | 48 |
|
|
2017
Q4 | $519K | Buy |
22,000
+5,700
| +35% | +$134K | 0.39% | 60 |
|
|
2017
Q3 | $487K | Buy |
+16,300
| New | +$487K | 0.38% | 62 |
|