Summit Securities Group’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Hold
0
940
2021
Q4
Hold
0
532
2021
Q3
Hold
0
487
2021
Q2
Sell
-4,200
Closed -$1.43M 488
2021
Q1
$1.43M Buy
+4,200
New +$1.43M 0.16% 63
2019
Q3
Sell
-2,000
Closed -$273K 227
2019
Q2
$273K Buy
+2,000
New +$273K 0.03% 107