Spire Wealth Management’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 | – | Sell |
-500
| Closed | -$10.2K | – | 2435 |
|
|
2025
Q1 | $10.2K | Hold |
500
| – | – | ﹤0.01% | 1826 |
|
|
2024
Q4 | $10.5K | Hold |
500
| – | – | ﹤0.01% | 1815 |
|
|
2024
Q3 | $9.8K | Hold |
500
| – | – | ﹤0.01% | 1643 |
|
|
2024
Q2 | $9.74K | Sell |
500
-1,851
| -79% | -$36.1K | ﹤0.01% | 1641 |
|
|
2024
Q1 | $46.4K | Hold |
2,351
| – | – | ﹤0.01% | 1242 |
|
|
2023
Q4 | $46.2K | Buy |
2,351
+613
| +35% | +$12.1K | ﹤0.01% | 1225 |
|
|
2023
Q3 | $33.4K | Hold |
1,738
| – | – | ﹤0.01% | 1322 |
|
|
2023
Q2 | $34.1K | Buy |
1,738
+114
| +7% | +$2.23K | ﹤0.01% | 1365 |
|
|
2023
Q1 | $31K | Hold |
1,624
| – | – | ﹤0.01% | 1419 |
|
|
2022
Q4 | $31K | Buy |
+1,624
| New | +$31K | ﹤0.01% | 1180 |
|