Ladenburg Thalmann 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $149K | Buy |
10,047
+713
| +8% | +$10.6K | ﹤0.01% | 2733 |
|
2019
Q3 | $138K | Buy |
9,334
+650
| +7% | +$9.61K | ﹤0.01% | 2721 |
|
2019
Q2 | $139K | Sell |
8,684
-1,000
| -10% | -$16K | ﹤0.01% | 2731 |
|
2019
Q1 | $148K | Hold |
9,684
| – | – | ﹤0.01% | 2615 |
|
2018
Q4 | $113K | Buy |
9,684
+865
| +10% | +$10.1K | ﹤0.01% | 2671 |
|
2018
Q3 | $129K | Sell |
8,819
-2,876
| -25% | -$42.1K | ﹤0.01% | 2640 |
|
2018
Q2 | $151K | Hold |
11,695
| – | – | ﹤0.01% | 2451 |
|
2018
Q1 | $151K | Sell |
11,695
-4,100
| -26% | -$52.9K | ﹤0.01% | 2451 |
|
2017
Q4 | $240K | Sell |
15,795
-635
| -4% | -$9.65K | ﹤0.01% | 2072 |
|
2017
Q3 | $264K | Buy |
16,430
+640
| +4% | +$10.3K | ﹤0.01% | 1889 |
|
2017
Q2 | $266K | Buy |
15,790
+13,790
| +690% | +$232K | ﹤0.01% | 1807 |
|
2017
Q1 | $35K | Hold |
2,000
| – | – | ﹤0.01% | 3176 |
|
2016
Q4 | $31K | Hold |
2,000
| – | – | ﹤0.01% | 3180 |
|
2016
Q3 | $32K | Hold |
2,000
| – | – | ﹤0.01% | 3088 |
|
2016
Q2 | $31K | Buy |
+2,000
| New | +$31K | ﹤0.01% | 3034 |
|
2015
Q1 | – | Sell |
-1,518
| Closed | -$23K | – | 4594 |
|
2014
Q4 | $23K | Buy |
1,518
+1,000
| +193% | +$15.2K | ﹤0.01% | 2894 |
|
2014
Q3 | $9K | Buy |
+518
| New | +$9K | ﹤0.01% | 3150 |
|