Wambolt & Associates’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,813
| Closed | -$107K | – | 206 |
|
|
2020
Q3 | $107K | Sell |
10,813
-5,538
| -34% | -$54.8K | 0.08% | 178 |
|
|
2020
Q2 | $148K | Sell |
16,351
-465
| -3% | -$4.21K | 0.12% | 175 |
|
|
2020
Q1 | $111K | Sell |
16,816
-352
| -2% | -$2.32K | 0.11% | 156 |
|
|
2019
Q4 | $255K | Buy |
17,168
+746
| +5% | +$11.1K | 0.19% | 147 |
|
|
2019
Q3 | $244K | Sell |
16,422
-680
| -4% | -$10.1K | 0.2% | 139 |
|
|
2019
Q2 | $273K | Hold |
17,102
| – | – | 0.23% | 131 |
|
|
2019
Q1 | $262K | Hold |
17,102
| – | – | 0.24% | 126 |
|
|
2018
Q4 | $200K | Buy |
+17,102
| New | +$200K | 0.22% | 136 |
|