Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,540
Closed -$87.5K 657
2024
Q2
$87.5K Buy
+1,540
New +$90.9K 0.01% 343
2022
Q3
Sell
-35,356
Closed -$2.96M 2443
2022
Q2
$2.96M Buy
+35,356
New +$3.96M 0.19% 244
2022
Q1
Sell
-3,548
Closed -$934K 2369
2021
Q4
$934K Sell
3,548
-4,241
-54% -$1.27M 0.08% 575
2021
Q3
$2.48M Buy
+7,789
New +$2.84M 0.19% 359
2021
Q2
Sell
-650
Closed -$221K 2394
2021
Q1
$221K Buy
+650
New +$243K 0.02% 1033
2020
Q4
Sell
-21,999
Closed -$5.44M 2090
2020
Q3
$5.44M Buy
+21,999
New +$5.42M 0.6% 34
2020
Q1
Sell
-917
Closed -$90K 1365
2019
Q4
$90K Buy
+917
New +$93.6K 0.02% 544
2019
Q3
Sell
-1,475
Closed -$201K 1355
2019
Q2
$201K Buy
1,475
+1,320
+852% +$176K 0.06% 327
2019
Q1
$20K Sell
155
-222
-59% -$25K 0.01% 679
2018
Q4
$34K Buy
+377
New +$30.6K 0.02% 376
2018
Q3
Sell
-137
Closed -$8K 1180
2018
Q2
$8K Buy
+137
New +$6.79K ﹤0.01% 672
2018
Q1
Sell
-1,697
Closed -$40K 1164
2017
Q4
$40K Buy
+1,697
New +$47.6K 0.03% 251
2017
Q3
Sell
-1,191
Closed -$35K 1068
2017
Q2
$35K Buy
+1,191
New +$32.6K 0.04% 278
2017
Q1
Sell
-5,701
Closed -$164K 988
2016
Q4
$164K Buy
+5,701
New +$214K 0.16% 162

Other funds holding TWLO