JPMorgan Chase & Co’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 |
-679,698
| Closed | -$6.3M | – | 6213 |
|
|
2022
Q3 | $6.3M | Buy |
679,698
+596,499
| +717% | +$5.52M | ﹤0.01% | 2169 |
|
|
2022
Q2 | $413K | Buy |
83,199
+16,835
| +25% | +$83.6K | ﹤0.01% | 3983 |
|
|
2022
Q1 | $497K | Sell |
66,364
-11,710
| -15% | -$87.7K | ﹤0.01% | 3992 |
|
|
2021
Q4 | $610K | Buy |
78,074
+37,156
| +91% | +$290K | ﹤0.01% | 3954 |
|
|
2021
Q3 | $436K | Sell |
40,918
-16,136
| -28% | -$172K | ﹤0.01% | 4040 |
|
|
2021
Q2 | $720K | Buy |
+57,054
| New | +$720K | ﹤0.01% | 3811 |
|
|
2020
Q4 | – | Sell |
-561,335
| Closed | -$5.86M | – | 5200 |
|
|
2020
Q3 | $5.86M | Buy |
+561,335
| New | +$5.86M | ﹤0.01% | 2102 |
|