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 |
|