Wealthspire Advisors (Maryland)’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-146
| Closed | -$2K | – | 2506 |
|
|
2018
Q4 | $2K | Hold |
146
| – | – | ﹤0.01% | 2074 |
|
|
2018
Q3 | $2K | Hold |
146
| – | – | ﹤0.01% | 2146 |
|
|
2018
Q2 | $2K | Hold |
146
| – | – | ﹤0.01% | 2144 |
|
|
2018
Q1 | $2K | Hold |
146
| – | – | ﹤0.01% | 2163 |
|
|
2017
Q4 | $2K | Sell |
146
-40
| -22% | -$548 | ﹤0.01% | 2119 |
|
|
2017
Q3 | $3K | Hold |
186
| – | – | ﹤0.01% | 1902 |
|
|
2017
Q2 | $3K | Buy |
186
+20
| +12% | +$323 | ﹤0.01% | 1884 |
|
|
2017
Q1 | $3K | Hold |
166
| – | – | ﹤0.01% | 1619 |
|
|
2016
Q4 | $3K | Buy |
166
+4
| +2% | +$72 | ﹤0.01% | 1471 |
|
|
2016
Q3 | $3K | Buy |
162
+4
| +3% | +$74 | ﹤0.01% | 1470 |
|
|
2016
Q2 | $2K | Buy |
158
+4
| +3% | +$51 | ﹤0.01% | 1505 |
|
|
2016
Q1 | $2K | Buy |
154
+4
| +3% | +$52 | ﹤0.01% | 1527 |
|
|
2015
Q4 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 1520 |
|