Strategic Wealth Partners’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$28K	Buy	+225	New	+$28K	﹤0.01%	588
2021 Q2	–	Sell	-1,836	Closed	-$626K	–	259
2021 Q1	$626K	Buy	1,836 +170	+10%	+$58K	0.25%	102
2020 Q4	$564K	Buy	1,666 +555	+50%	+$188K	0.24%	102
2020 Q3	$275K	Buy	+1,111	New	+$275K	0.14%	130