ProVise Management Group’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-2,622
Closed -$358K 325
2019
Q2
$358K Sell
2,622
-1,156
-31% -$158K 0.05% 234
2019
Q1
$488K Sell
3,778
-542
-13% -$70K 0.07% 197
2018
Q4
$386K Buy
+4,320
New +$386K 0.06% 212