Valley National Advisers’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-35
| Closed | -$1K | – | 1127 |
|
|
2024
Q2 | $1K | Sell |
35
-30
| -46% | -$857 | ﹤0.01% | 1139 |
|
|
2024
Q1 | $3K | Sell |
65
-10
| -13% | -$462 | ﹤0.01% | 902 |
|
|
2023
Q4 | $5K | Buy |
75
+65
| +650% | +$4.33K | ﹤0.01% | 794 |
|
|
2023
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1023 |
|
|
2023
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 943 |
|
|
2023
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 851 |
|
|
2022
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 982 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 878 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 857 |
|
|
2022
Q1 | $2K | Sell |
10
-5
| -33% | -$1K | ﹤0.01% | 814 |
|
|
2021
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 722 |
|
|
2021
Q3 | $5K | Buy |
15
+1
| +7% | +$333 | ﹤0.01% | 674 |
|
|
2021
Q2 | $6K | Buy |
14
+2
| +17% | +$857 | ﹤0.01% | 656 |
|
|
2021
Q1 | $4K | Buy |
12
+2
| +20% | +$667 | ﹤0.01% | 668 |
|
|
2020
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 671 |
|
|
2020
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 673 |
|
|
2020
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 680 |
|
|
2020
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 729 |
|