Raymond James Trust’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $840K | Sell |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $744K | Sell |
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|
2023
Q4 | $779K | Buy |
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|
2023
Q3 | $754K | Buy |
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|
2023
Q2 | $731K | Buy |
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|
2023
Q1 | $648K | Sell |
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|
2022
Q4 | $753K | Sell |
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|
2022
Q3 | $717K | Buy |
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|
2022
Q2 | $569K | Buy |
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|
2022
Q1 | $628K | Sell |
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|
2021
Q4 | $599K | Buy |
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|
2021
Q3 | $543K | Sell |
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|
2021
Q2 | $540K | Buy |
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|
2021
Q1 | $436K | Buy |
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|
2020
Q4 | $347K | Sell |
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|
2020
Q3 | $267K | Sell |
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|
2020
Q2 | $252K | Sell |
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|
2020
Q1 | $191K | Buy |
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|
2019
Q4 | $356K | Sell |
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|
2019
Q3 | $366K | Sell |
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|
2019
Q2 | $399K | Buy |
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|
2019
Q1 | $362K | Sell |
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|
2018
Q4 | $278K | Sell |
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|
2018
Q3 | $484K | Buy |
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|
2018
Q2 | $454K | Buy |
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|
2018
Q1 | $314K | Sell |
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|
2017
Q4 | $376K | Sell |
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|
2017
Q3 | $457K | Buy |
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|
2017
Q2 | $449K | Sell |
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|
2017
Q1 | $476K | Buy |
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|
2016
Q4 | $406K | Sell |
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|
2016
Q3 | $510K | Buy |
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|
2016
Q2 | $287K | Buy |
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|
2016
Q1 | $275K | Sell |
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|
2015
Q4 | $305K | Sell |
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|
2015
Q3 | $330K | Buy |
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|
2015
Q2 | $352K | Buy |
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|
2015
Q1 | $342K | Buy |
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|
2014
Q4 | $255K | Buy |
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|
2014
Q3 | $235K | Buy |
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|
2014
Q2 | $271K | Sell |
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|
2014
Q1 | $373K | Buy |
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|
2013
Q4 | $377K | Hold |
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|
2013
Q3 | $337K | Buy |
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|
2013
Q2 | $280K | Buy |
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