Valmark Advisers’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 |
-14,919
| Closed | -$1.13M | – | 544 |
|
|
2023
Q4 | $1.13M | Sell |
14,919
-1,275
| -8% | -$96.7K | 0.02% | 232 |
|
|
2023
Q3 | $948K | Sell |
16,194
-252
| -2% | -$14.8K | 0.02% | 233 |
|
|
2023
Q2 | $1.05M | Buy |
16,446
+7,035
| +75% | +$448K | 0.02% | 222 |
|
|
2023
Q1 | $627K | Buy |
+9,411
| New | +$627K | 0.01% | 286 |
|
|
2022
Q1 | – | Sell |
-1,651
| Closed | -$435K | – | 439 |
|
|
2021
Q4 | $435K | Sell |
1,651
-758
| -31% | -$200K | 0.01% | 298 |
|
|
2021
Q3 | $769K | Buy |
2,409
+65
| +3% | +$20.7K | 0.01% | 220 |
|
|
2021
Q2 | $924K | Sell |
2,344
-45
| -2% | -$17.7K | 0.02% | 192 |
|
|
2021
Q1 | $814K | Sell |
2,389
-5,181
| -68% | -$1.77M | 0.02% | 205 |
|
|
2020
Q4 | $2.56M | Buy |
7,570
+1,136
| +18% | +$384K | 0.05% | 85 |
|
|
2020
Q3 | $1.59M | Buy |
6,434
+1,852
| +40% | +$458K | 0.04% | 98 |
|
|
2020
Q2 | $1.01M | Buy |
+4,582
| New | +$1.01M | 0.02% | 114 |
|