Envestnet 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 |
-12,900
| Closed | -$119K | – | 4116 |
|
|
2022
Q3 | $119K | Buy |
12,900
+1,651
| +15% | +$15.2K | ﹤0.01% | 3707 |
|
|
2022
Q2 | $56K | Sell |
11,249
-42,398
| -79% | -$211K | ﹤0.01% | 3811 |
|
|
2022
Q1 | $401K | Buy |
53,647
+14,133
| +36% | +$106K | ﹤0.01% | 3255 |
|
|
2021
Q4 | $309K | Buy |
39,514
+4,772
| +14% | +$37.3K | ﹤0.01% | 3398 |
|
|
2021
Q3 | $370K | Buy |
34,742
+10,638
| +44% | +$113K | ﹤0.01% | 3165 |
|
|
2021
Q2 | $304K | Buy |
+24,104
| New | +$304K | ﹤0.01% | 3274 |
|