Carson Wealth (CWM LLC)’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	-1,021	Closed	-$9K	–	4370
2022 Q3	$9K	Buy	1,021 +26	+3%	+$229	﹤0.01%	2782
2022 Q2	$5K	Buy	995 +945	+1,890%	+$4.75K	﹤0.01%	3033
2022 Q1	$0	Buy	+50	New	–	﹤0.01%	3983