Belpointe Asset Management’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,726
| Closed | -$166K | – | 1487 |
|
|
2023
Q1 | $166K | Sell |
8,726
-865
| -9% | -$16.5K | 0.01% | 1025 |
|
|
2022
Q4 | $183K | Sell |
9,591
-107
| -1% | -$2.04K | 0.01% | 945 |
|
|
2022
Q3 | $167K | Buy |
9,698
+1,433
| +17% | +$24.7K | 0.01% | 914 |
|
|
2022
Q2 | $144K | Buy |
8,265
+747
| +10% | +$13K | 0.01% | 956 |
|
|
2022
Q1 | $152K | Buy |
7,518
+110
| +1% | +$2.22K | 0.01% | 1026 |
|
|
2021
Q4 | $133K | Buy |
7,408
+525
| +8% | +$9.43K | 0.01% | 1072 |
|
|
2021
Q3 | $120K | Buy |
+6,883
| New | +$120K | 0.01% | 1077 |
|