William Blair & Company’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
-13,366
Closed -$124K 1895
2022
Q3
$124K Sell
13,366
-28,578
-68% -$265K ﹤0.01% 1471
2022
Q2
$209K Hold
41,944
﹤0.01% 1402
2022
Q1
$314K Sell
41,944
-1,551
-4% -$11.6K ﹤0.01% 1351
2021
Q4
$340K Sell
43,495
-70,765
-62% -$553K ﹤0.01% 1371
2021
Q3
$1.22M Sell
114,260
-3,575
-3% -$38K ﹤0.01% 857
2021
Q2
$1.49M Buy
117,835
+480
+0.4% +$6.06K 0.01% 800
2021
Q1
$1.7M Buy
+117,355
New +$1.7M 0.01% 733