Legacy Capital Wealth Partners’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 | $1.33M | Sell |
66,037
-1,822
| -3% | -$36.8K | 0.3% | 65 |
|
|
2025
Q1 | $1.38M | Sell |
67,859
-3,038
| -4% | -$61.9K | 0.34% | 55 |
|
|
2024
Q4 | $1.49M | Sell |
70,897
-3,822
| -5% | -$80.3K | 0.37% | 51 |
|
|
2024
Q3 | $1.46M | Sell |
74,719
-3,341
| -4% | -$65.5K | 0.29% | 68 |
|
|
2024
Q2 | $1.52M | Buy |
+78,060
| New | +$1.52M | 0.39% | 51 |
|
|
2024
Q1 | – | Sell |
-78,763
| Closed | -$1.55M | – | 181 |
|
|
2023
Q4 | $1.55M | Buy |
78,763
+7,493
| +11% | +$148K | 0.44% | 51 |
|
|
2023
Q3 | $1.37M | Buy |
+71,270
| New | +$1.37M | 0.38% | 53 |
|
|
2023
Q2 | – | Sell |
-65,743
| Closed | -$1.25M | – | 101 |
|
|
2023
Q1 | $1.25M | Buy |
65,743
+3,439
| +6% | +$65.6K | 0.34% | 56 |
|
|
2022
Q4 | $1.19M | Buy |
62,304
+7,759
| +14% | +$148K | 0.57% | 34 |
|
|
2022
Q3 | $937K | Buy |
54,545
+1,772
| +3% | +$30.4K | 0.5% | 37 |
|
|
2022
Q2 | $921K | Sell |
52,773
-156
| -0.3% | -$2.72K | 0.46% | 41 |
|
|
2022
Q1 | $1.07M | Buy |
+52,929
| New | +$1.07M | 0.46% | 43 |
|