Stephens Inc’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-161,700
| Closed | -$1.26M | – | 1419 |
|
|
2021
Q4 | $1.26M | Buy |
161,700
+20,000
| +14% | +$156K | 0.02% | 555 |
|
|
2021
Q3 | $1.51M | Hold |
141,700
| – | – | 0.02% | 523 |
|
|
2021
Q2 | $1.79M | Hold |
141,700
| – | – | 0.03% | 503 |
|
|
2021
Q1 | $2.05M | Sell |
141,700
-4,300
| -3% | -$62.2K | 0.03% | 449 |
|
|
2020
Q4 | $2.36M | Buy |
+146,000
| New | +$2.36M | 0.04% | 387 |
|