SWA
Sax Wealth Advisors’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,764
| Closed | -$291K | – | 177 |
|
|
2022
Q1 | $291K | Sell |
1,764
-1,176
| -40% | -$194K | 0.07% | 141 |
|
|
2021
Q4 | $774K | Hold |
2,940
| – | – | 0.16% | 83 |
|
|
2021
Q3 | $938K | Hold |
2,940
| – | – | 0.22% | 67 |
|
|
2021
Q2 | $1.16M | Hold |
2,940
| – | – | 0.4% | 49 |
|
|
2021
Q1 | $1M | Buy |
+2,940
| New | +$1M | 0.37% | 53 |
|