Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BTRS Stock Details BTRS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell
2022 Q3	$9K	Buy
2022 Q2	$5K	Buy
2022 Q1	$0	Buy