Principal Financial Group’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 |
-14,602
| Closed | -$135K | – | 2592 |
|
|
2022
Q3 | $135K | Sell |
14,602
-962
| -6% | -$8.89K | ﹤0.01% | 2271 |
|
|
2022
Q2 | $78K | Sell |
15,564
-1,701
| -10% | -$8.53K | ﹤0.01% | 2423 |
|
|
2022
Q1 | $129K | Buy |
17,265
+6,093
| +55% | +$45.5K | ﹤0.01% | 2403 |
|
|
2021
Q4 | $87K | Sell |
11,172
-2,404
| -18% | -$18.7K | ﹤0.01% | 2451 |
|
|
2021
Q3 | $144K | Buy |
+13,576
| New | +$144K | ﹤0.01% | 2467 |
|