SWA
SFMG Wealth Advisors’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,601
| Closed | -$422K | – | 323 |
|
|
2021
Q4 | $422K | Buy |
1,601
+592
| +59% | +$156K | 0.04% | 167 |
|
|
2021
Q3 | $322K | Hold |
1,009
| – | – | 0.04% | 182 |
|
|
2021
Q2 | $398K | Buy |
1,009
+8
| +0.8% | +$3.16K | 0.04% | 171 |
|
|
2021
Q1 | $341K | Buy |
1,001
+1
| +0.1% | +$341 | 0.04% | 175 |
|
|
2020
Q4 | $339K | Hold |
1,000
| – | – | 0.04% | 159 |
|
|
2020
Q3 | $247K | Hold |
1,000
| – | – | 0.03% | 152 |
|
|
2020
Q2 | $219K | Buy |
+1,000
| New | +$219K | 0.03% | 145 |
|