Laurel Wealth Advisors (North Carolina)’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
31,755
+31,342
| +7,589% | +$1.55M | 0.02% | 217 |
|
|
2025
Q1 | $8.42K | Hold |
413
| – | – | ﹤0.01% | 489 |
|
|
2024
Q4 | $8.68K | Hold |
413
| – | – | ﹤0.01% | 501 |
|
|
2024
Q3 | $8.1K | Hold |
413
| – | – | ﹤0.01% | 474 |
|
|
2024
Q2 | $8.05K | Hold |
413
| – | – | ﹤0.01% | 444 |
|
|
2024
Q1 | $8.15K | Hold |
413
| – | – | ﹤0.01% | 451 |
|
|
2023
Q4 | $8.13K | Hold |
413
| – | – | ﹤0.01% | 414 |
|
|
2023
Q3 | $7.93K | Hold |
413
| – | – | ﹤0.01% | 421 |
|
|
2023
Q2 | $8.1K | Hold |
413
| – | – | ﹤0.01% | 420 |
|
|
2023
Q1 | $7.88K | Hold |
413
| – | – | ﹤0.01% | 421 |
|
|
2022
Q4 | $7.86K | Hold |
413
| – | – | ﹤0.01% | 397 |
|
|
2022
Q3 | $7K | Hold |
413
| – | – | ﹤0.01% | 398 |
|
|
2022
Q2 | $7K | Hold |
413
| – | – | ﹤0.01% | 406 |
|
|
2022
Q1 | $8K | Hold |
413
| – | – | ﹤0.01% | 419 |
|
|
2021
Q4 | $7K | Hold |
413
| – | – | ﹤0.01% | 443 |
|
|
2021
Q3 | $7K | Hold |
413
| – | – | ﹤0.01% | 433 |
|
|
2021
Q2 | $7K | Hold |
413
| – | – | ﹤0.01% | 497 |
|
|
2021
Q1 | $6K | Hold |
413
| – | – | ﹤0.01% | 463 |
|
|
2020
Q4 | $5K | Hold |
413
| – | – | ﹤0.01% | 470 |
|
|
2020
Q3 | $4K | Hold |
413
| – | – | ﹤0.01% | 437 |
|
|
2020
Q2 | $4K | Sell |
413
-2,730
| -87% | -$26.4K | ﹤0.01% | 432 |
|
|
2020
Q1 | $21K | Buy |
3,143
+413
| +15% | +$2.76K | 0.01% | 288 |
|
|
2019
Q4 | $41K | Hold |
2,730
| – | – | 0.01% | 258 |
|
|
2019
Q3 | $40K | Hold |
2,730
| – | – | 0.01% | 255 |
|
|
2019
Q2 | $44K | Hold |
2,730
| – | – | 0.02% | 242 |
|
|
2019
Q1 | $42K | Hold |
2,730
| – | – | 0.02% | 240 |
|
|
2018
Q4 | $32K | Buy |
+2,730
| New | +$32K | 0.01% | 254 |
|