Bellevue Asset Management’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-193
| Closed | -$2K | – | 500 |
|
|
2022
Q3 | $2K | Buy |
+193
| New | +$2K | ﹤0.01% | 453 |
|
|
2022
Q2 | – | Sell |
-193
| Closed | -$1K | – | 543 |
|
|
2022
Q1 | $1K | Sell |
193
-42
| -18% | -$218 | ﹤0.01% | 535 |
|
|
2021
Q4 | $2K | Sell |
235
-19
| -7% | -$162 | ﹤0.01% | 531 |
|
|
2021
Q3 | $3K | Hold |
254
| – | – | ﹤0.01% | 494 |
|
|
2021
Q2 | $3K | Buy |
254
+79
| +45% | +$933 | ﹤0.01% | 492 |
|
|
2021
Q1 | $3K | Buy |
+175
| New | +$3K | ﹤0.01% | 547 |
|