Baystate Wealth Management’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,500
| Closed | -$22K | – | 690 |
|
|
2017
Q4 | $22K | Hold |
1,500
| – | – | ﹤0.01% | 286 |
|
|
2017
Q3 | $24K | Hold |
1,500
| – | – | ﹤0.01% | 261 |
|
|
2017
Q2 | $25K | Hold |
1,500
| – | – | ﹤0.01% | 247 |
|
|
2017
Q1 | $27K | Hold |
1,500
| – | – | 0.01% | 238 |
|
|
2016
Q4 | $25K | Buy |
+1,500
| New | +$25K | 0.01% | 212 |
|