NewEdge Advisors’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 | $1.84M | Sell |
91,113
-10,389
| -10% | -$210K | 0.01% | 974 |
|
|
2025
Q1 | $2.07M | Sell |
101,502
-19,708
| -16% | -$402K | 0.01% | 850 |
|
|
2024
Q4 | $2.55M | Sell |
121,210
-13,749
| -10% | -$289K | 0.02% | 732 |
|
|
2024
Q3 | $2.65M | Buy |
134,959
+12,600
| +10% | +$247K | 0.02% | 690 |
|
|
2024
Q2 | $2.38M | Buy |
122,359
+10,364
| +9% | +$202K | 0.02% | 677 |
|
|
2024
Q1 | $2.21M | Buy |
111,995
+7,859
| +8% | +$155K | 0.02% | 652 |
|
|
2023
Q4 | $2.05M | Buy |
104,136
+7,169
| +7% | +$141K | 0.02% | 650 |
|
|
2023
Q3 | $1.86M | Buy |
96,967
+5,110
| +6% | +$98.1K | 0.02% | 619 |
|
|
2023
Q2 | $1.8M | Sell |
91,857
-4,259
| -4% | -$83.5K | 0.02% | 625 |
|
|
2023
Q1 | $1.75M | Buy |
96,116
+15,838
| +20% | +$289K | 0.02% | 580 |
|
|
2022
Q4 | $1.51M | Buy |
80,278
+8,811
| +12% | +$166K | 0.04% | 392 |
|
|
2022
Q3 | $1.23M | Buy |
71,467
+7,803
| +12% | +$134K | 0.02% | 570 |
|
|
2022
Q2 | $1.11M | Buy |
63,664
+3,122
| +5% | +$54.4K | 0.02% | 630 |
|
|
2022
Q1 | $1.22M | Buy |
60,542
+17,717
| +41% | +$358K | 0.02% | 572 |
|
|
2021
Q4 | $770K | Buy |
+42,825
| New | +$770K | 0.01% | 862 |
|