Rockbridge Investment Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-195
| Closed | -$14.8K | – | 583 |
|
2023
Q4 | $14.8K | Buy |
+195
| New | +$14.8K | ﹤0.01% | 361 |
|
2022
Q3 | – | Sell |
-61
| Closed | -$5.11K | – | 551 |
|
2022
Q2 | $5.11K | Sell |
61
-41
| -40% | -$3.44K | ﹤0.01% | 453 |
|
2022
Q1 | $17.3K | Buy |
102
+89
| +685% | +$15.1K | ﹤0.01% | 432 |
|
2021
Q4 | $3K | Hold |
13
| – | – | ﹤0.01% | 703 |
|
2021
Q3 | $4K | Hold |
13
| – | – | ﹤0.01% | 629 |
|
2021
Q2 | $5K | Hold |
13
| – | – | ﹤0.01% | 614 |
|
2021
Q1 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 601 |
|
2020
Q3 | – | Sell |
-6
| Closed | -$1K | – | 679 |
|
2020
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 609 |
|