Western Wealth Management’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 |
-3,456
| Closed | -$262K | – | 724 |
|
2023
Q4 | $262K | Buy |
+3,456
| New | +$262K | 0.02% | 584 |
|
2022
Q4 | – | Sell |
-6,331
| Closed | -$439K | – | 784 |
|
2022
Q3 | $439K | Buy |
+6,331
| New | +$439K | 0.03% | 529 |
|
2022
Q2 | – | Sell |
-1,873
| Closed | -$309K | – | 855 |
|
2022
Q1 | $309K | Sell |
1,873
-285
| -13% | -$47K | 0.02% | 663 |
|
2021
Q4 | $570K | Buy |
+2,158
| New | +$570K | 0.06% | 300 |
|
2021
Q2 | $712K | Sell |
1,796
-226
| -11% | -$89.6K | 0.07% | 279 |
|
2021
Q1 | $689K | Buy |
2,022
+180
| +10% | +$61.3K | 0.09% | 219 |
|
2020
Q4 | $624K | Buy |
1,842
+236
| +15% | +$79.9K | 0.09% | 219 |
|
2020
Q3 | $397K | Buy |
1,606
+505
| +46% | +$125K | 0.06% | 281 |
|
2020
Q2 | $242K | Buy |
+1,101
| New | +$242K | 0.04% | 357 |
|