WWM
WT Wealth Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,535
| Closed | -$1.13M | – | 130 |
|
|
2021
Q3 | $1.13M | Buy |
3,535
+496
| +16% | +$158K | 0.43% | 72 |
|
|
2021
Q2 | $1.2M | Buy |
3,039
+409
| +16% | +$161K | 0.49% | 68 |
|
|
2021
Q1 | $896K | Sell |
2,630
-239
| -8% | -$81.4K | 0.41% | 71 |
|
|
2020
Q4 | $971K | Buy |
2,869
+893
| +45% | +$302K | 0.53% | 64 |
|
|
2020
Q3 | $488K | Buy |
1,976
+429
| +28% | +$106K | 0.32% | 72 |
|
|
2020
Q2 | $339K | Buy |
+1,547
| New | +$339K | 0.27% | 65 |
|