Level Four Advisory Services’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 | $616K | Sell |
30,487
-4,954
| -14% | -$100K | 0.02% | 475 |
|
2025
Q1 | $723K | Buy |
35,441
+127
| +0.4% | +$2.59K | 0.03% | 424 |
|
2024
Q4 | $742K | Sell |
35,314
-1,344
| -4% | -$28.3K | 0.03% | 418 |
|
2024
Q3 | $715K | Buy |
36,658
+3,761
| +11% | +$73.3K | 0.03% | 428 |
|
2024
Q2 | $641K | Buy |
32,897
+4,605
| +16% | +$89.7K | 0.03% | 429 |
|
2024
Q1 | $557K | Hold |
28,292
| – | – | 0.03% | 442 |
|
2023
Q4 | $557K | Sell |
28,292
-131
| -0.5% | -$2.58K | 0.03% | 438 |
|
2023
Q3 | $546K | Buy |
28,423
+801
| +3% | +$15.4K | 0.04% | 420 |
|
2023
Q2 | $541K | Sell |
27,622
-240
| -0.9% | -$4.7K | 0.03% | 443 |
|
2023
Q1 | $531K | Buy |
27,862
+2,600
| +10% | +$49.6K | 0.03% | 410 |
|
2022
Q4 | $481K | Buy |
+25,262
| New | +$481K | 0.04% | 406 |
|