B. Riley Wealth Advisors’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,344
| Closed | -$237K | – | 1465 |
|
|
2024
Q1 | $237K | Sell |
12,344
-3,581
| -22% | -$68.8K | 0.01% | 1172 |
|
|
2023
Q4 | $314K | Buy |
15,925
+3,581
| +29% | +$70.5K | 0.01% | 1031 |
|
|
2023
Q3 | $237K | Sell |
12,344
-927
| -7% | -$17.8K | 0.01% | 1172 |
|
|
2023
Q2 | $260K | Sell |
13,271
-3,812
| -22% | -$74.7K | 0.01% | 1202 |
|
|
2023
Q1 | $326K | Sell |
17,083
-664
| -4% | -$12.7K | 0.01% | 1029 |
|
|
2022
Q4 | $338K | Buy |
17,747
+47
| +0.3% | +$894 | 0.01% | 981 |
|
|
2022
Q3 | $305K | Sell |
17,700
-11,115
| -39% | -$192K | 0.01% | 993 |
|
|
2022
Q2 | $503K | Buy |
28,815
+6,186
| +27% | +$108K | 0.02% | 657 |
|
|
2022
Q1 | $457K | Buy |
22,629
+2,277
| +11% | +$46K | 0.02% | 795 |
|
|
2021
Q4 | $366K | Buy |
20,352
+4,633
| +29% | +$83.3K | 0.01% | 967 |
|
|
2021
Q3 | $275K | Sell |
15,719
-2,969
| -16% | -$51.9K | 0.01% | 1089 |
|
|
2021
Q2 | $318K | Buy |
18,688
+6,030
| +48% | +$103K | 0.01% | 993 |
|
|
2021
Q1 | $197K | Buy |
+12,658
| New | +$197K | 0.01% | 1200 |
|