Simplex Trading’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.6K | Sell |
893
-4,385
| -83% | -$81.9K | ﹤0.01% | 6967 |
|
|
2025
Q4 | $102K | Buy |
5,278
+2,702
| +105% | +$53.7K | ﹤0.01% | 4981 |
|
|
2025
Q3 | $52K | Sell |
2,576
-13,882
| -84% | -$293K | ﹤0.01% | 6413 |
|
|
2025
Q2 | $332K | Buy |
+16,458
| New | +$321K | ﹤0.01% | 3949 |
|
|
2025
Q1 | – | Sell |
-353
| Closed | -$7.74K | – | 8818 |
|
|
2024
Q4 | $7K | Buy |
+353
| New | +$7.15K | ﹤0.01% | 7416 |
|
|
2024
Q1 | – | Sell |
-12,911
| Closed | -$252K | – | 9141 |
|
|
2023
Q4 | $254K | Buy |
12,911
+4,174
| +48% | +$79.6K | ﹤0.01% | 4410 |
|
|
2023
Q3 | $167K | Buy |
+8,737
| New | +$172K | ﹤0.01% | 4543 |
|
|
2020
Q3 | – | Sell |
-1,461
| Closed | -$14.1K | – | 7988 |
|
|
2020
Q2 | $13K | Buy |
+1,461
| New | +$12.7K | ﹤0.01% | 6489 |
|
|
2020
Q1 | – | Sell |
-434
| Closed | -$5.6K | – | 7770 |
|
|
2019
Q4 | $6K | Sell |
434
-2,771
| -86% | -$41.7K | ﹤0.01% | 6614 |
|
|
2019
Q3 | $47K | Buy |
+3,205
| New | +$49.3K | ﹤0.01% | 5069 |
|
|
2019
Q1 | – | Sell |
-714
| Closed | -$10.3K | – | 7314 |
|
|
2018
Q4 | $8K | Buy |
+714
| New | +$9.73K | ﹤0.01% | 5967 |
|
|
2018
Q2 | – | Sell |
-2,307
| Closed | -$31.6K | – | 7503 |
|
|
2018
Q1 | $29K | Buy |
+2,307
| New | +$32.1K | ﹤0.01% | 2977 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$3K | – | 6088 |
|
|
2017
Q2 | $3K | Buy |
+200
| New | +$3.45K | ﹤0.01% | 4951 |
|
|
2017
Q1 | – | Sell |
-1,403
| Closed | -$23.3K | – | 6323 |
|
|
2016
Q4 | $22K | Buy |
1,403
+1,381
| +6,277% | +$21.9K | ﹤0.01% | 2946 |
|
|
2016
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 5973 |
|
|
2016
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 5971 |
|
|
2016
Q1 | $0 | Buy |
+22
| New | +$304 | ﹤0.01% | 5775 |
|
|
2015
Q1 | – | Sell |
-291
| Closed | -$4K | – | 5116 |
|
|
2014
Q4 | $4K | Buy |
+291
| New | +$4.67K | ﹤0.01% | 3237 |
|
Other funds holding FDUS
CM
MC
