Tradition Wealth Management’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 |
-553
| Closed | -$42K | – | 1128 |
|
|
2023
Q4 | $42K | Buy |
553
+44
| +9% | +$3.34K | ﹤0.01% | 671 |
|
|
2023
Q3 | $30K | Hold |
509
| – | – | ﹤0.01% | 741 |
|
|
2023
Q2 | $32K | Sell |
509
-87
| -15% | -$5.47K | ﹤0.01% | 748 |
|
|
2023
Q1 | $40K | Buy |
596
+221
| +59% | +$14.8K | 0.01% | 678 |
|
|
2022
Q4 | $18K | Hold |
375
| – | – | ﹤0.01% | 775 |
|
|
2022
Q3 | $26K | Buy |
375
+200
| +114% | +$13.9K | ﹤0.01% | 699 |
|
|
2022
Q2 | $15K | Sell |
175
-75
| -30% | -$6.43K | ﹤0.01% | 725 |
|
|
2022
Q1 | $41K | Buy |
250
+75
| +43% | +$12.3K | 0.01% | 558 |
|
|
2021
Q4 | $46K | Sell |
175
-20
| -10% | -$5.26K | 0.01% | 547 |
|
|
2021
Q3 | $62K | Hold |
195
| – | – | 0.01% | 454 |
|
|
2021
Q2 | $77K | Sell |
195
-200
| -51% | -$79K | 0.01% | 440 |
|
|
2021
Q1 | $135K | Buy |
395
+220
| +126% | +$75.2K | 0.02% | 290 |
|
|
2020
Q4 | $59K | Buy |
+175
| New | +$59K | 0.01% | 379 |
|