Rockefeller Capital Management’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
Q3 | – | Sell |
-10,317
| Closed | -$51K | – | 4566 |
|
|
2022
Q2 | $51K | Buy |
10,317
+1,468
| +17% | +$7.26K | ﹤0.01% | 2283 |
|
|
2022
Q1 | $66K | Buy |
8,849
+1,349
| +18% | +$10.1K | ﹤0.01% | 2179 |
|
|
2021
Q4 | $58K | Hold |
7,500
| – | – | ﹤0.01% | 2157 |
|
|
2021
Q3 | $79K | Sell |
7,500
-20,000
| -73% | -$211K | ﹤0.01% | 1966 |
|
|
2021
Q2 | $347K | Hold |
27,500
| – | – | ﹤0.01% | 1327 |
|
|
2021
Q1 | $397K | Buy |
27,500
+7,500
| +38% | +$108K | ﹤0.01% | 1102 |
|
|
2020
Q4 | $322K | Buy |
+20,000
| New | +$322K | ﹤0.01% | 1051 |
|