Teamwork Financial Advisors’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,560
Closed -$298K 230
2022
Q2
$298K Sell
3,560
-1,623
-31% -$136K 0.07% 172
2022
Q1
$854K Sell
5,183
-1,261
-20% -$208K 0.16% 113
2021
Q4
$1.7M Sell
6,444
-1,112
-15% -$293K 0.31% 64
2021
Q3
$2.41M Buy
7,556
+391
+5% +$125K 0.48% 37
2021
Q2
$2.82M Buy
7,165
+1,067
+17% +$421K 0.58% 30
2021
Q1
$2.08M Sell
6,098
-473
-7% -$161K 0.49% 36
2020
Q4
$2.22M Buy
6,571
+565
+9% +$191K 0.53% 32
2020
Q3
$1.48M Sell
6,006
-405
-6% -$100K 0.46% 41
2020
Q2
$1.41M Sell
6,411
-86
-1% -$18.9K 0.5% 46
2020
Q1
$581K Sell
6,497
-18,157
-74% -$1.62M 0.36% 54
2019
Q4
$2.42M Buy
+24,654
New +$2.42M 1.45% 14