Stiles Financial Services’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,477
| Closed | -$204K | – | 180 |
|
|
2023
Q3 | $204K | Sell |
3,477
-1,356
| -28% | -$79.4K | 0.11% | 166 |
|
|
2023
Q2 | $307K | Sell |
4,833
-785
| -14% | -$49.9K | 0.15% | 137 |
|
|
2023
Q1 | $374K | Sell |
5,618
-85
| -1% | -$5.66K | 0.2% | 119 |
|
|
2022
Q4 | $279K | Sell |
5,703
-581
| -9% | -$28.4K | 0.16% | 142 |
|
|
2022
Q3 | $434K | Sell |
6,284
-285
| -4% | -$19.7K | 0.26% | 97 |
|
|
2022
Q2 | $551K | Sell |
6,569
-90
| -1% | -$7.55K | 0.33% | 86 |
|
|
2022
Q1 | $1.1M | Sell |
6,659
-8
| -0.1% | -$1.32K | 0.55% | 58 |
|
|
2021
Q4 | $1.76M | Buy |
+6,667
| New | +$1.76M | 0.85% | 34 |
|