Realta Investment Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,594
| Closed | -$263K | – | 440 |
|
2022
Q1 | $263K | Buy |
+1,594
| New | +$263K | 0.05% | 327 |
|
2021
Q2 | – | Sell |
-756
| Closed | -$258K | – | 409 |
|
2021
Q1 | $258K | Buy |
+756
| New | +$258K | 0.07% | 303 |
|
2020
Q1 | – | Sell |
-5,128
| Closed | -$524K | – | 1307 |
|
2019
Q4 | $524K | Buy |
5,128
+10
| +0.2% | +$1.02K | 0.14% | 179 |
|
2019
Q3 | $558K | Sell |
5,118
-418
| -8% | -$45.6K | 0.15% | 162 |
|
2019
Q2 | $755K | Buy |
5,536
+3,140
| +131% | +$428K | 0.21% | 110 |
|
2019
Q1 | $311K | Buy |
+2,396
| New | +$311K | 0.14% | 196 |
|