Mosaic Family Wealth’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-7,177
| Closed | -$115K | – | 750 |
|
|
2017
Q3 | $115K | Hold |
7,177
| – | – | 0.04% | 243 |
|
|
2017
Q2 | $121K | Hold |
7,177
| – | – | 0.05% | 235 |
|
|
2017
Q1 | $126K | Hold |
7,177
| – | – | 0.05% | 235 |
|
|
2016
Q4 | $113K | Hold |
7,177
| – | – | 0.05% | 245 |
|
|
2016
Q3 | $113K | Hold |
7,177
| – | – | 0.05% | 243 |
|
|
2016
Q2 | $110K | Hold |
7,177
| – | – | 0.05% | 240 |
|
|
2016
Q1 | $111K | Hold |
7,177
| – | – | 0.05% | 213 |
|
|
2015
Q4 | $98K | Buy |
+7,177
| New | +$98K | 0.04% | 228 |
|