Valeo 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 |
-2,624
| Closed | -$432K | – | 589 |
|
|
2022
Q1 | $432K | Buy |
2,624
+580
| +28% | +$95.5K | 0.02% | 341 |
|
|
2021
Q4 | $538K | Buy |
2,044
+745
| +57% | +$196K | 0.03% | 282 |
|
|
2021
Q3 | $414K | Buy |
1,299
+629
| +94% | +$200K | 0.02% | 327 |
|
|
2021
Q2 | $264K | Sell |
670
-60
| -8% | -$23.6K | 0.02% | 363 |
|
|
2021
Q1 | $249K | Sell |
730
-391
| -35% | -$133K | 0.01% | 383 |
|
|
2020
Q4 | $379K | Buy |
1,121
+458
| +69% | +$155K | 0.02% | 284 |
|
|
2020
Q3 | $164K | Sell |
663
-373
| -36% | -$92.3K | 0.01% | 351 |
|
|
2020
Q2 | $227K | Sell |
1,036
-374
| -27% | -$81.9K | 0.02% | 289 |
|
|
2020
Q1 | $134K | Buy |
1,410
+174
| +14% | +$16.5K | 0.01% | 355 |
|
|
2019
Q4 | $121K | Buy |
1,236
+550
| +80% | +$53.8K | 0.01% | 423 |
|
|
2019
Q3 | $75K | Buy |
686
+404
| +143% | +$44.2K | 0.01% | 496 |
|
|
2019
Q2 | $38K | Buy |
282
+102
| +57% | +$13.7K | ﹤0.01% | 679 |
|
|
2019
Q1 | $23K | Buy |
+180
| New | +$23K | ﹤0.01% | 747 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$4K | – | 1717 |
|
|
2018
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 1288 |
|
|
2018
Q2 | $4K | Sell |
50
-105
| -68% | -$8.4K | ﹤0.01% | 1204 |
|
|
2018
Q1 | $6K | Sell |
155
-25
| -14% | -$968 | ﹤0.01% | 1095 |
|
|
2017
Q4 | $4K | Buy |
180
+100
| +125% | +$2.22K | ﹤0.01% | 1080 |
|
|
2017
Q3 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 1041 |
|