WAS
TWTR

Winch Advisory Services’s Twitter, Inc. TWTR Stock Holding History

Winch Advisory Services’s Portfolio TWTR Stock Details TWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-137
Closed -$6K – 446
2022
Q3 		$6K Hold
137
– – ﹤0.01% 264
2022
Q2 		$5K Hold
137
– – ﹤0.01% 290
2022
Q1 		$5K Sell
137
-67
-33% -$2.45K ﹤0.01% 323
2021
Q4 		$9K Hold
204
– – ﹤0.01% 281
2021
Q3 		$12K Buy
204
+70
+52% +$4.6K ﹤0.01% 262
2021
Q2 		$9K Hold
134
– – ﹤0.01% 283
2021
Q1 		$9K Hold
134
– – ﹤0.01% 261
2020
Q4 		$7K Buy
+134
New +$6.4K ﹤0.01% 271
2020
Q3 		– Sell
-100
Closed -$3K – 425
2020
Q2 		$3K Buy
+100
New +$3.02K ﹤0.01% 316
2019
Q3 		– Sell
-87
Closed -$3K – 445
2019
Q2 		$3K Buy
+87
New +$3.19K ﹤0.01% 333
2016
Q1 		– Sell
-150
Closed -$3K – 283
2015
Q4 		$3K Buy
+150
New +$4K ﹤0.01% 204

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IA
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BTI
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AW
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TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return