PFGIA
BTRS

Patriot Financial Group Insurance Agency’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio BTRS Stock Details BTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-517
Closed -$3K – 2106
2022
Q2 		$3K Sell
517
-28
-5% -$162 ﹤0.01% 1707
2022
Q1 		$4K Buy
545
+489
+873% +$3.59K ﹤0.01% 1731
2021
Q4 		$0 Sell
56
-158
-74% – ﹤0.01% 2301
2021
Q3 		$2K Hold
214
– – ﹤0.01% 2004
2021
Q2 		$3K Buy
+214
New +$3K ﹤0.01% 1829