Valeo Financial Advisors’s Twitter, Inc. TWTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-5,140
| Closed | -$225K | – | 589 |
|
2022
Q3 | $225K | Sell |
5,140
-3,145
| -38% | -$138K | 0.01% | 411 |
|
2022
Q2 | $310K | Sell |
8,285
-5,645
| -41% | -$211K | 0.02% | 331 |
|
2022
Q1 | $539K | Buy |
13,930
+4,397
| +46% | +$170K | 0.03% | 295 |
|
2021
Q4 | $412K | Sell |
9,533
-231
| -2% | -$9.98K | 0.02% | 341 |
|
2021
Q3 | $590K | Buy |
9,764
+179
| +2% | +$10.8K | 0.03% | 256 |
|
2021
Q2 | $660K | Buy |
9,585
+3,337
| +53% | +$230K | 0.04% | 207 |
|
2021
Q1 | $398K | Buy |
6,248
+1,451
| +30% | +$92.4K | 0.02% | 300 |
|
2020
Q4 | $260K | Buy |
4,797
+1,120
| +30% | +$60.7K | 0.01% | 359 |
|
2020
Q3 | $164K | Sell |
3,677
-598
| -14% | -$26.7K | 0.01% | 352 |
|
2020
Q2 | $127K | Buy |
4,275
+552
| +15% | +$16.4K | 0.01% | 419 |
|
2020
Q1 | $103K | Sell |
3,723
-115
| -3% | -$3.18K | 0.01% | 412 |
|
2019
Q4 | $123K | Sell |
3,838
-431
| -10% | -$13.8K | 0.01% | 417 |
|
2019
Q3 | $176K | Buy |
4,269
+25
| +0.6% | +$1.03K | 0.02% | 320 |
|
2019
Q2 | $148K | Sell |
4,244
-10
| -0.2% | -$349 | 0.02% | 349 |
|
2019
Q1 | $140K | Sell |
4,254
-205
| -5% | -$6.75K | 0.02% | 352 |
|
2018
Q4 | $128K | Sell |
4,459
-21
| -0.5% | -$603 | 0.02% | 330 |
|
2018
Q3 | $155K | Sell |
4,480
-4,972
| -53% | -$172K | 0.02% | 317 |
|
2018
Q2 | $310K | Buy |
9,452
+1,196
| +14% | +$39.2K | 0.04% | 219 |
|
2018
Q1 | $240K | Buy |
8,256
+1,214
| +17% | +$35.3K | 0.04% | 232 |
|
2017
Q4 | $169K | Buy |
7,042
+352
| +5% | +$8.45K | 0.03% | 264 |
|
2017
Q3 | $113K | Buy |
+6,690
| New | +$113K | 0.03% | 273 |
|