WFG Advisors’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-225
| Closed | -$3K | – | 1849 |
|
|
2014
Q4 | $3K | Hold |
225
| – | – | ﹤0.01% | 1752 |
|
|
2014
Q3 | $4K | Hold |
225
| – | – | ﹤0.01% | 1694 |
|
|
2014
Q2 | $5K | Hold |
225
| – | – | ﹤0.01% | 1639 |
|
|
2014
Q1 | $4K | Hold |
225
| – | – | ﹤0.01% | 1656 |
|
|
2013
Q4 | $5K | Hold |
225
| – | – | ﹤0.01% | 1743 |
|
|
2013
Q3 | $4K | Hold |
225
| – | – | ﹤0.01% | 1786 |
|
|
2013
Q2 | $4K | Buy |
+225
| New | +$4K | ﹤0.01% | 1715 |
|