Plante Moran Financial Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-30
| Closed | -$8K | – | 1028 |
|
|
2021
Q4 | $8K | Buy |
30
+1
| +3% | +$267 | ﹤0.01% | 738 |
|
|
2021
Q3 | $9K | Hold |
29
| – | – | ﹤0.01% | 715 |
|
|
2021
Q2 | $11K | Hold |
29
| – | – | ﹤0.01% | 670 |
|
|
2021
Q1 | $10K | Buy |
29
+4
| +16% | +$1.38K | ﹤0.01% | 655 |
|
|
2020
Q4 | $8K | Sell |
25
-20
| -44% | -$6.4K | ﹤0.01% | 658 |
|
|
2020
Q3 | $11K | Buy |
45
+20
| +80% | +$4.89K | ﹤0.01% | 599 |
|
|
2020
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 605 |
|
|
2020
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 663 |
|