Sterling Investment Advisors (Pennsylvania)’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-75
| Closed | -$12K | – | 627 |
|
|
2022
Q1 | $12K | Hold |
75
| – | – | ﹤0.01% | 417 |
|
|
2021
Q4 | $20K | Hold |
75
| – | – | 0.01% | 368 |
|
|
2021
Q3 | $24K | Hold |
75
| – | – | 0.01% | 340 |
|
|
2021
Q2 | $30K | Hold |
75
| – | – | 0.01% | 311 |
|
|
2021
Q1 | $26K | Hold |
75
| – | – | 0.01% | 305 |
|
|
2020
Q4 | $25K | Hold |
75
| – | – | 0.01% | 291 |
|
|
2020
Q3 | $19K | Sell |
75
-75
| -50% | -$19K | 0.01% | 299 |
|
|
2020
Q2 | $32K | Hold |
150
| – | – | 0.01% | 258 |
|
|
2020
Q1 | $13K | Sell |
150
-200
| -57% | -$17.3K | 0.01% | 304 |
|
|
2019
Q4 | $34K | Hold |
350
| – | – | 0.02% | 247 |
|
|
2019
Q3 | $38K | Sell |
350
-100
| -22% | -$10.9K | 0.02% | 233 |
|
|
2019
Q2 | $61K | Hold |
450
| – | – | 0.03% | 188 |
|
|
2019
Q1 | $58K | Hold |
450
| – | – | 0.03% | 195 |
|
|
2018
Q4 | $40K | Hold |
450
| – | – | 0.02% | 219 |
|
|
2018
Q3 | $39K | Sell |
450
-750
| -63% | -$65K | 0.02% | 249 |
|
|
2018
Q2 | $67K | Hold |
1,200
| – | – | 0.04% | 174 |
|
|
2018
Q1 | $46K | Sell |
1,200
-2,000
| -63% | -$76.7K | 0.03% | 202 |
|
|
2017
Q4 | $76K | Hold |
3,200
| – | – | 0.05% | 157 |
|
|
2017
Q3 | $96K | Buy |
3,200
+3,000
| +1,500% | +$90K | 0.06% | 136 |
|
|
2017
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 315 |
|
|
2017
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 298 |
|
|
2016
Q4 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 265 |
|