Crewe Advisors’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Crewe Advisors’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	-262	Closed	-$2K	–	1337
2022 Q3	$2K	Hold	262	–	–	﹤0.01%	1100
2022 Q2	$1K	Buy	+262	New	+$1.51K	﹤0.01%	1131

Crewe Advisors's BTRS Position: Q4 2022 in Review

Crewe Advisors sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 262 shares — an estimated $2K sold.

Crewe Advisors first reported a position in BTRS in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

Crewe Advisors reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 262 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $2K.
Crewe Advisors first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q2 2022 and held it in 2 quarters.
Crewe Advisors's BTRS Holdings Inc. Class 1 Common Stock position peaked at $2K in Q3 2022.
0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.