Paloma Partners’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
Q2 | – | Sell |
-28,816
| Closed | -$216K | – | 1497 |
|
|
2022
Q1 | $216K | Sell |
28,816
-56,774
| -66% | -$426K | 0.01% | 1023 |
|
|
2021
Q4 | $669K | Buy |
85,590
+51,084
| +148% | +$399K | 0.01% | 744 |
|
|
2021
Q3 | $367K | Buy |
+34,506
| New | +$367K | 0.01% | 558 |
|
|
2020
Q3 | – | Sell |
-45,700
| Closed | -$466K | – | 2332 |
|
|
2020
Q2 | $466K | Hold |
45,700
| – | – | 0.01% | 1127 |
|
|
2020
Q1 | $443K | Buy |
+45,700
| New | +$443K | 0.02% | 471 |
|