Carroll Financial Associates’s Fidus Investment FDUS Stock Holding History

Carroll Financial Associates’s Portfolio FDUS Stock Details FDUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$146K	Hold
2021 Q3	$142K	Hold
2021 Q2	$139K	Hold
2021 Q1	$127K	Hold
2020 Q4	$107K	Hold
2020 Q3	$80K	Hold
2020 Q2	$74K	Buy
2020 Q1	$36K	Hold
2019 Q4	$81K	Hold
2019 Q3	$80K	Hold
2019 Q2	$87K	Hold
2019 Q1	$83K	Hold
2018 Q4	$68K	Hold
2018 Q3	$79K	Hold
2018 Q2	$77K	Hold
2018 Q1	$70K	Hold
2017 Q4	$82K	Sell
2017 Q3	$95K	Hold
2017 Q2	$100K	Hold
2017 Q1	$104K	Hold
2016 Q4	$93K	Hold
2016 Q3	$93K	Buy
2016 Q2	$83K	Hold
2016 Q1	$84K	Hold
2015 Q4	$74K	Hold
2015 Q3	$80K	Hold
2015 Q2	$81K	Hold
2015 Q1	$84K	Sell
2014 Q4	$149K	Buy
2014 Q3	$92K	Sell
2014 Q2	$138K	Hold
2014 Q1	$130K	Buy
2013 Q4	$118K	Hold
2013 Q3	$105K	Hold
2013 Q2	$102K	Buy