Stonegate Investment Group’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,000
| Closed | -$978K | – | 429 |
|
|
2024
Q3 | $978K | Sell |
15,000
-5,000
| -25% | -$326K | 0.03% | 167 |
|
|
2024
Q2 | $1.14M | Sell |
20,000
-45
| -0.2% | -$2.56K | 0.03% | 157 |
|
|
2024
Q1 | $1.23M | Hold |
20,045
| – | – | 0.04% | 146 |
|
|
2023
Q4 | $1.52M | Hold |
20,045
| – | – | 0.05% | 133 |
|
|
2023
Q3 | $1.17M | Hold |
20,045
| – | – | 0.04% | 143 |
|
|
2023
Q2 | $1.28M | Hold |
20,045
| – | – | 0.05% | 143 |
|
|
2023
Q1 | $1.34M | Buy |
20,045
+2,000
| +11% | +$133K | 0.05% | 134 |
|
|
2022
Q4 | $883K | Buy |
+18,045
| New | +$883K | 0.04% | 152 |
|