Synergy Financial Group’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,286
| Closed | -$249K | – | 88 |
|
|
2023
Q4 | $249K | Sell |
3,286
-191
| -5% | -$14.5K | 0.31% | 71 |
|
|
2023
Q3 | $204K | Sell |
3,477
-243
| -7% | -$14.2K | 0.28% | 76 |
|
|
2023
Q2 | $237K | Hold |
3,720
| – | – | 0.32% | 70 |
|
|
2023
Q1 | $248K | Buy |
+3,720
| New | +$248K | 0.4% | 65 |
|
|
2022
Q4 | – | Sell |
-6,284
| Closed | -$434K | – | 86 |
|
|
2022
Q3 | $434K | Hold |
6,284
| – | – | 0.65% | 47 |
|
|
2022
Q2 | $527K | Buy |
6,284
+49
| +0.8% | +$4.11K | 0.83% | 40 |
|
|
2022
Q1 | $1.03M | Buy |
6,235
+1,467
| +31% | +$242K | 1.08% | 27 |
|
|
2021
Q4 | $1.26M | Buy |
+4,768
| New | +$1.26M | 1.13% | 23 |
|