Wilbanks Smith & Thomas Asset Management’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $294K | Buy |
14,907
+3,805
| +34% | +$75.1K | 0.01% | 442 |
|
|
2023
Q4 | $219K | Sell |
11,102
-1,372
| -11% | -$27K | 0.01% | 489 |
|
|
2023
Q3 | $240K | Sell |
12,474
-1,026
| -8% | -$19.7K | 0.01% | 448 |
|
|
2023
Q2 | $265K | Hold |
13,500
| – | – | 0.01% | 442 |
|
|
2023
Q1 | $257K | Sell |
13,500
-2,500
| -16% | -$47.7K | 0.01% | 439 |
|
|
2022
Q4 | $304K | Sell |
16,000
-5,950
| -27% | -$113K | 0.01% | 389 |
|
|
2022
Q3 | $377K | Hold |
21,950
| – | – | 0.02% | 323 |
|
|
2022
Q2 | $383K | Hold |
21,950
| – | – | 0.02% | 338 |
|
|
2022
Q1 | $441K | Buy |
+21,950
| New | +$441K | 0.02% | 328 |
|