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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,021	Closed	-$9K	–	4386
2022 Q3	$9K	Buy	1,021 +26	+3%	+$168	﹤0.01%	2785
2022 Q2	$5K	Buy	995 +945	+1,890%	+$5.43K	﹤0.01%	3038
2022 Q1	$0	Buy	+50	New	+$324	﹤0.01%	4007

Carson Wealth (CWM LLC)'s BTRS Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 1,021 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in BTRS in Q1 2022 and held it in 3 quarters. The position peaked at $9K in Q3 2022. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

Carson Wealth (CWM LLC) reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,021 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $9K.
Carson Wealth (CWM LLC) first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q1 2022 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s BTRS Holdings Inc. Class 1 Common Stock position peaked at $9K in Q3 2022.
0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.