First Personal Financial Services’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,499
| Closed | -$26K | – | 406 |
|
2022
Q3 | $26K | Buy |
+1,499
| New | +$26K | 0.01% | 266 |
|
2016
Q1 | – | Sell |
-520
| Closed | -$7K | – | 336 |
|
2015
Q4 | $7K | Sell |
520
-3,480
| -87% | -$46.8K | ﹤0.01% | 311 |
|
2015
Q3 | $56K | Hold |
4,000
| – | – | 0.03% | 166 |
|
2015
Q2 | $60K | Sell |
4,000
-1,362
| -25% | -$20.4K | 0.04% | 156 |
|
2015
Q1 | $83K | Hold |
5,362
| – | – | 0.05% | 138 |
|
2014
Q4 | $79K | Buy |
+5,362
| New | +$79K | 0.05% | 138 |
|