Regal 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 |
-2,708
| Closed | -$447K | – | 554 |
|
|
2022
Q1 | $447K | Buy |
2,708
+871
| +47% | +$144K | 0.04% | 331 |
|
|
2021
Q4 | $484K | Buy |
1,837
+5
| +0.3% | +$1.32K | 0.04% | 337 |
|
|
2021
Q3 | $584K | Sell |
1,832
-10
| -0.5% | -$3.19K | 0.06% | 311 |
|
|
2021
Q2 | $726K | Buy |
+1,842
| New | +$726K | 0.07% | 272 |
|
|
2021
Q1 | – | Sell |
-1,897
| Closed | -$642K | – | 388 |
|
|
2020
Q4 | $642K | Buy |
+1,897
| New | +$642K | 0.07% | 243 |
|
|
2020
Q3 | – | Sell |
-4,274
| Closed | -$938K | – | 263 |
|
|
2020
Q2 | $938K | Buy |
+4,274
| New | +$938K | 0.17% | 124 |
|