Perigon Wealth Management’s Twitter, Inc. TWTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,552
| Closed | -$320K | – | 606 |
|
|
2022
Q2 | $320K | Sell |
8,552
-183
| -2% | -$6.85K | 0.03% | 422 |
|
|
2022
Q1 | $338K | Sell |
8,735
-97
| -1% | -$3.75K | 0.02% | 432 |
|
|
2021
Q4 | $382K | Sell |
8,832
-2,119
| -19% | -$91.7K | 0.03% | 400 |
|
|
2021
Q3 | $661K | Sell |
10,951
-2,525
| -19% | -$152K | 0.06% | 259 |
|
|
2021
Q2 | $927K | Buy |
13,476
+1,676
| +14% | +$115K | 0.08% | 210 |
|
|
2021
Q1 | $751K | Buy |
11,800
+4,241
| +56% | +$270K | 0.08% | 224 |
|
|
2020
Q4 | $409K | Buy |
7,559
+1,669
| +28% | +$90.3K | 0.05% | 282 |
|
|
2020
Q3 | $262K | Buy |
+5,890
| New | +$262K | 0.04% | 318 |
|
|
2018
Q2 | – | Sell |
-74
| Closed | -$2K | – | 645 |
|
|
2018
Q1 | $2K | Hold |
74
| – | – | ﹤0.01% | 601 |
|
|
2017
Q4 | $2K | Sell |
74
-15,095
| -100% | -$408K | ﹤0.01% | 577 |
|
|
2017
Q3 | $256K | Buy |
15,169
+74
| +0.5% | +$1.25K | 0.08% | 177 |
|
|
2017
Q2 | $270K | Sell |
15,095
-16,114
| -52% | -$288K | 0.06% | 222 |
|
|
2017
Q1 | $467K | Hold |
31,209
| – | – | 0.1% | 182 |
|
|
2016
Q4 | $492K | Buy |
31,209
+590
| +2% | +$9.3K | 0.11% | 175 |
|
|
2016
Q3 | $706K | Sell |
30,619
-2,164
| -7% | -$49.9K | 0.18% | 115 |
|
|
2016
Q2 | $554K | Sell |
32,783
-689
| -2% | -$11.6K | 0.15% | 135 |
|
|
2016
Q1 | $613K | Hold |
33,472
| – | – | 0.19% | 101 |
|
|
2015
Q4 | $775K | Sell |
33,472
-6,431
| -16% | -$149K | 0.21% | 113 |
|
|
2015
Q3 | $1.08M | Buy |
39,903
+3,415
| +9% | +$92K | 0.32% | 86 |
|
|
2015
Q2 | $1.32M | Buy |
36,488
+3,353
| +10% | +$121K | 0.35% | 79 |
|
|
2015
Q1 | $1.66M | Buy |
33,135
+8,462
| +34% | +$424K | 0.45% | 58 |
|
|
2014
Q4 | $885K | Buy |
24,673
+6,212
| +34% | +$223K | 0.27% | 89 |
|
|
2014
Q3 | $952K | Sell |
18,461
-1,551
| -8% | -$80K | 0.28% | 83 |
|
|
2014
Q2 | $820K | Buy |
+20,012
| New | +$820K | 0.23% | 95 |
|