Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$21K Buy
+250
New +$28K ﹤0.01% 420
2021
Q4
Sell
-370
Closed -$118K 1121
2021
Q3
$118K Hold
370
﹤0.01% 385
2021
Q2
$146K Buy
370
+7
+2% +$2.43K 0.01% 361
2021
Q1
$124K Sell
363
-332
-48% -$124K 0.01% 367
2020
Q4
$235K Buy
695
+2
+0.3% +$625 0.01% 257
2020
Q3
$171K Buy
693
+31
+5% +$7.64K 0.01% 274
2020
Q2
$145K Buy
662
+18
+3% +$2.89K 0.01% 284
2020
Q1
$57.6K Sell
644
-49
-7% -$5.38K 0.01% 366
2019
Q4
$68.1K Hold
693
0.01% 397
2019
Q3
$76.2K Buy
693
+417
+151% +$54.1K 0.01% 375
2019
Q2
$37.6K Buy
276
+3
+1% +$399 ﹤0.01% 527
2019
Q1
$35.3K Buy
273
+67
+33% +$7.55K ﹤0.01% 532
2018
Q4
$18.4K Buy
206
+30
+17% +$2.44K ﹤0.01% 646
2018
Q3
$15.2K Hold
176
﹤0.01% 751
2018
Q2
$9.86K Hold
176
﹤0.01% 862
2018
Q1
$6.72K Hold
176
﹤0.01% 911
2017
Q4
$4.15K Buy
+176
New +$4.94K ﹤0.01% 988

Other funds holding TWLO