PWA
Phoenix Wealth Advisors’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,449
| Closed | -$238K | – | 119 |
|
|
2022
Q3 | $238K | Buy |
+3,449
| New | +$238K | 0.24% | 96 |
|
|
2021
Q4 | – | Sell |
-2,040
| Closed | -$651K | – | 335 |
|
|
2021
Q3 | $651K | Buy |
2,040
+128
| +7% | +$40.8K | 0.49% | 54 |
|
|
2021
Q2 | $754K | Buy |
1,912
+73
| +4% | +$28.8K | 0.54% | 52 |
|
|
2021
Q1 | $647K | Buy |
1,839
+359
| +24% | +$126K | 0.5% | 48 |
|
|
2020
Q4 | $501K | Buy |
+1,480
| New | +$501K | 0.38% | 60 |
|