HighTower Advisors’s Fidus Investment FDUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
90,865
+197
| +0.2% | +$3.98K | ﹤0.01% | 1611 |
|
|
2025
Q1 | $1.85M | Buy |
90,668
+2,683
| +3% | +$54.7K | ﹤0.01% | 1567 |
|
|
2024
Q4 | $1.85M | Buy |
87,985
+54,722
| +165% | +$1.15M | ﹤0.01% | 1559 |
|
|
2024
Q3 | $652K | Hold |
33,263
| – | – | ﹤0.01% | 2200 |
|
|
2024
Q2 | $648K | Buy |
33,263
+433
| +1% | +$8.44K | ﹤0.01% | 2128 |
|
|
2024
Q1 | $648K | Buy |
32,830
+2,292
| +8% | +$45.2K | ﹤0.01% | 2086 |
|
|
2023
Q4 | $601K | Buy |
30,538
+1,500
| +5% | +$29.5K | ﹤0.01% | 2172 |
|
|
2023
Q3 | $557K | Buy |
29,038
+6
| +0% | +$115 | ﹤0.01% | 2153 |
|
|
2023
Q2 | $569K | Buy |
+29,032
| New | +$569K | ﹤0.01% | 2108 |
|
|
2015
Q4 | – | Sell |
-10,000
| Closed | -$138K | – | 2020 |
|
|
2015
Q3 | $138K | Hold |
10,000
| – | – | ﹤0.01% | 1702 |
|
|
2015
Q2 | $149K | Hold |
10,000
| – | – | ﹤0.01% | 1393 |
|
|
2015
Q1 | $154K | Sell |
10,000
-284
| -3% | -$4.37K | ﹤0.01% | 1464 |
|
|
2014
Q4 | $153K | Hold |
10,284
| – | – | ﹤0.01% | 1430 |
|
|
2014
Q3 | $170K | Buy |
10,284
+284
| +3% | +$4.7K | ﹤0.01% | 1372 |
|
|
2014
Q2 | $205K | Hold |
10,000
| – | – | ﹤0.01% | 1381 |
|
|
2014
Q1 | $193K | Hold |
10,000
| – | – | ﹤0.01% | 1320 |
|
|
2013
Q4 | $217K | Hold |
10,000
| – | – | ﹤0.01% | 1262 |
|
|
2013
Q3 | $194K | Hold |
10,000
| – | – | ﹤0.01% | 1151 |
|
|
2013
Q2 | $187K | Buy |
+10,000
| New | +$187K | 0.01% | 1135 |
|