AWM
Activest Wealth Management’s Fidus Investment FDUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1193 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1014 |
|
|
2024
Q3 | – | Sell |
-1,150
| Closed | -$22.4K | – | 651 |
|
|
2024
Q2 | $22.4K | Hold |
1,150
| – | – | 0.01% | 233 |
|
|
2024
Q1 | $22.7K | Hold |
1,150
| – | – | 0.01% | 166 |
|
|
2023
Q4 | $22.6K | Hold |
1,150
| – | – | 0.01% | 136 |
|
|
2023
Q3 | $22.1K | Hold |
1,150
| – | – | 0.01% | 131 |
|
|
2023
Q2 | $11.6K | Hold |
1,150
| – | – | 0.01% | 158 |
|
|
2023
Q1 | $21.9K | Buy |
+1,150
| New | +$21.9K | 0.01% | 123 |
|
|
2022
Q3 | – | Sell |
-1,150
| Closed | -$20K | – | 498 |
|
|
2022
Q2 | $20K | Hold |
1,150
| – | – | 0.01% | 153 |
|
|
2022
Q1 | $23K | Hold |
1,150
| – | – | 0.01% | 153 |
|
|
2021
Q4 | $21K | Hold |
1,150
| – | – | 0.01% | 162 |
|
|
2021
Q3 | $20K | Hold |
1,150
| – | – | 0.01% | 176 |
|
|
2021
Q2 | $20K | Hold |
1,150
| – | – | 0.02% | 148 |
|
|
2021
Q1 | $18K | Buy |
+1,150
| New | +$18K | 0.01% | 149 |
|