Silvercrest Asset Management’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-761,427
Closed -$3.79M 826
2022
Q2
$3.79M Sell
761,427
-10,450
-1% -$52K 0.03% 389
2022
Q1
$5.77M Sell
771,877
-10,060
-1% -$75.3K 0.04% 359
2021
Q4
$6.12M Sell
781,937
-5,728
-0.7% -$44.8K 0.04% 348
2021
Q3
$8.38M Buy
787,665
+109,972
+16% +$1.17M 0.06% 294
2021
Q2
$8.55M Buy
677,693
+193,105
+40% +$2.44M 0.06% 302
2021
Q1
$7.01M Buy
+484,588
New +$7.01M 0.05% 313