Sigma Planning Corp’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,273
| Closed | -$336K | – | 1295 |
|
|
2023
Q2 | $336K | Sell |
5,273
-1,634
| -24% | -$104K | 0.01% | 891 |
|
|
2023
Q1 | $460K | Buy |
6,907
+2,129
| +45% | +$142K | 0.02% | 836 |
|
|
2022
Q4 | $234K | Buy |
4,778
+78
| +2% | +$3.82K | 0.01% | 1079 |
|
|
2022
Q3 | $325K | Sell |
4,700
-229
| -5% | -$15.8K | 0.01% | 913 |
|
|
2022
Q2 | $413K | Buy |
4,929
+1,250
| +34% | +$105K | 0.01% | 837 |
|
|
2022
Q1 | $606K | Buy |
3,679
+189
| +5% | +$31.1K | 0.02% | 761 |
|
|
2021
Q4 | $919K | Buy |
3,490
+643
| +23% | +$169K | 0.03% | 580 |
|
|
2021
Q3 | $908K | Sell |
2,847
-425
| -13% | -$136K | 0.03% | 573 |
|
|
2021
Q2 | $1.29M | Buy |
3,272
+166
| +5% | +$65.4K | 0.04% | 461 |
|
|
2021
Q1 | $1.06M | Buy |
3,106
+260
| +9% | +$88.6K | 0.03% | 479 |
|
|
2020
Q4 | $963K | Buy |
2,846
+142
| +5% | +$48K | 0.03% | 447 |
|
|
2020
Q3 | $668K | Buy |
2,704
+12
| +0.4% | +$2.96K | 0.03% | 507 |
|
|
2020
Q2 | $591K | Buy |
2,692
+304
| +13% | +$66.7K | 0.03% | 532 |
|
|
2020
Q1 | $214K | Sell |
2,388
-7,494
| -76% | -$672K | 0.01% | 759 |
|
|
2019
Q4 | $971K | Buy |
9,882
+1,734
| +21% | +$170K | 0.04% | 413 |
|
|
2019
Q3 | $896K | Sell |
8,148
-970
| -11% | -$107K | 0.04% | 397 |
|
|
2019
Q2 | $1.24M | Buy |
9,118
+1,859
| +26% | +$253K | 0.06% | 307 |
|
|
2019
Q1 | $938K | Buy |
+7,259
| New | +$938K | 0.05% | 330 |
|
|
2018
Q4 | – | Sell |
-3,033
| Closed | -$262K | – | 951 |
|
|
2018
Q3 | $262K | Buy |
+3,033
| New | +$262K | 0.02% | 751 |
|