SeaCrest Wealth Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,111
| Closed | -$177K | – | 1451 |
|
2022
Q2 | $177K | Sell |
2,111
-399
| -16% | -$33.5K | 0.02% | 653 |
|
2022
Q1 | $414K | Buy |
2,510
+142
| +6% | +$23.4K | 0.05% | 418 |
|
2021
Q4 | $624K | Buy |
2,368
+461
| +24% | +$121K | 0.07% | 289 |
|
2021
Q3 | $608K | Sell |
1,907
-40
| -2% | -$12.8K | 0.07% | 284 |
|
2021
Q2 | $767K | Sell |
1,947
-447
| -19% | -$176K | 0.09% | 238 |
|
2021
Q1 | $816K | Sell |
2,394
-5
| -0.2% | -$1.7K | 0.11% | 205 |
|
2020
Q4 | $812K | Sell |
2,399
-1,261
| -34% | -$427K | 0.11% | 194 |
|
2020
Q3 | $904K | Sell |
3,660
-355
| -9% | -$87.7K | 0.14% | 157 |
|
2020
Q2 | $881K | Buy |
+4,015
| New | +$881K | 0.15% | 148 |
|
2019
Q4 | – | Sell |
-3,527
| Closed | -$388K | – | 586 |
|
2019
Q3 | $388K | Buy |
3,527
+149
| +4% | +$16.4K | 0.07% | 324 |
|
2019
Q2 | $461K | Sell |
3,378
-100
| -3% | -$13.6K | 0.09% | 264 |
|
2019
Q1 | $449K | Buy |
3,478
+2,528
| +266% | +$326K | 0.08% | 256 |
|
2018
Q4 | $85K | Buy |
950
+126
| +15% | +$11.3K | 0.02% | 721 |
|
2018
Q3 | $71K | Sell |
824
-526
| -39% | -$45.3K | 0.01% | 876 |
|
2018
Q2 | $76K | Sell |
1,350
-1,250
| -48% | -$70.4K | 0.01% | 822 |
|
2018
Q1 | $99K | Sell |
2,600
-2,600
| -50% | -$99K | 0.02% | 707 |
|
2017
Q4 | $123K | Buy |
+5,200
| New | +$123K | 0.02% | 638 |
|