Morgan Stanley’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 |
-7,242,413
| Closed | -$67.1M | – | 8052 |
|
|
2022
Q3 | $67.1M | Buy |
7,242,413
+2,193,051
| +43% | +$20.3M | 0.01% | 1124 |
|
|
2022
Q2 | $25.1M | Buy |
5,049,362
+4,972,952
| +6,508% | +$24.8M | ﹤0.01% | 2032 |
|
|
2022
Q1 | $572K | Sell |
76,410
-243,058
| -76% | -$1.82M | ﹤0.01% | 5328 |
|
|
2021
Q4 | $2.5M | Buy |
319,468
+218,346
| +216% | +$1.71M | ﹤0.01% | 4401 |
|
|
2021
Q3 | $1.08M | Buy |
101,122
+52,138
| +106% | +$555K | ﹤0.01% | 5003 |
|
|
2021
Q2 | $617K | Buy |
+48,984
| New | +$617K | ﹤0.01% | 5392 |
|
|
2021
Q1 | – | Sell |
-4,990
| Closed | -$81K | – | 7618 |
|
|
2020
Q4 | $81K | Buy |
4,990
+4,887
| +4,745% | +$79.3K | ﹤0.01% | 5996 |
|
|
2020
Q3 | $1K | Sell |
103
-20
| -16% | -$194 | ﹤0.01% | 6695 |
|
|
2020
Q2 | $1K | Sell |
123
-436
| -78% | -$3.55K | ﹤0.01% | 6551 |
|
|
2020
Q1 | $5K | Sell |
559
-748
| -57% | -$6.69K | ﹤0.01% | 6237 |
|
|
2019
Q4 | $13K | Buy |
1,307
+241
| +23% | +$2.4K | ﹤0.01% | 6207 |
|
|
2019
Q3 | $10K | Buy |
+1,066
| New | +$10K | ﹤0.01% | 6219 |
|