Wealth Enhancement Advisory Services’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 | $425K | Buy |
20,462
+2,417
| +13% | +$50.2K | ﹤0.01% | 2327 |
|
|
2025
Q1 | $368K | Buy |
18,045
+4,778
| +36% | +$97.4K | ﹤0.01% | 2262 |
|
|
2024
Q4 | $279K | Buy |
13,267
+1,000
| +8% | +$21K | ﹤0.01% | 2412 |
|
|
2024
Q3 | $240K | Sell |
12,267
-599
| -5% | -$11.7K | ﹤0.01% | 2310 |
|
|
2024
Q2 | $251K | Buy |
12,866
+2,140
| +20% | +$41.7K | ﹤0.01% | 2114 |
|
|
2024
Q1 | $212K | Sell |
10,726
-1
| -0% | -$20 | ﹤0.01% | 2161 |
|
|
2023
Q4 | $211K | Buy |
10,727
+29
| +0.3% | +$571 | ﹤0.01% | 2061 |
|
|
2023
Q3 | $205K | Buy |
+10,698
| New | +$205K | ﹤0.01% | 1979 |
|