United Capital 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
Q2 | – | Sell |
-11,867
| Closed | -$1.96M | – | 1191 |
|
|
2022
Q1 | $1.96M | Sell |
11,867
-1,093
| -8% | -$180K | 0.01% | 514 |
|
|
2021
Q4 | $3.41M | Sell |
12,960
-5,556
| -30% | -$1.46M | 0.02% | 442 |
|
|
2021
Q3 | $5.91M | Sell |
18,516
-3,184
| -15% | -$1.02M | 0.03% | 351 |
|
|
2021
Q2 | $8.55M | Buy |
21,700
+1,051
| +5% | +$414K | 0.04% | 294 |
|
|
2021
Q1 | $7.04M | Buy |
20,649
+4,046
| +24% | +$1.38M | 0.04% | 304 |
|
|
2020
Q4 | $5.62M | Buy |
16,603
+15,295
| +1,169% | +$5.18M | 0.03% | 334 |
|
|
2020
Q3 | $323K | Sell |
1,308
-3,996
| -75% | -$987K | ﹤0.01% | 932 |
|
|
2020
Q2 | $1.16M | Sell |
5,304
-215
| -4% | -$47.2K | 0.01% | 613 |
|
|
2020
Q1 | $494K | Sell |
5,519
-1,216
| -18% | -$109K | ﹤0.01% | 821 |
|
|
2019
Q4 | $662K | Sell |
6,735
-198
| -3% | -$19.5K | ﹤0.01% | 906 |
|
|
2019
Q3 | $762K | Sell |
6,933
-854
| -11% | -$93.9K | 0.01% | 821 |
|
|
2019
Q2 | $1.07M | Buy |
7,787
+1,493
| +24% | +$205K | 0.01% | 785 |
|
|
2019
Q1 | $791K | Buy |
+6,294
| New | +$791K | 0.01% | 835 |
|