Bison Wealth’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $226K | Sell |
|
|||||
|
2024
Q2 | $246K | Hold |
|
|||||
|
2024
Q1 | $246K | Hold |
|
|||||
|
2023
Q4 | $245K | Hold |
|
|||||
|
2023
Q3 | $239K | Hold |
|
|||||
|
2023
Q2 | $244K | Hold |
|
|||||
|
2023
Q1 | $232K | Hold |
|
|||||
|
2022
Q4 | $251K | Hold |
|
|||||
|
2022
Q3 | $213K | Hold |
|
|||||
|
2022
Q2 | $217K | Hold |
|
|||||
|
2022
Q1 | $251K | Hold |
|
|||||
|
2021
Q4 | $224K | Hold |
|
|||||
|
2021
Q3 | $217K | Buy |
|
|||||
|
2021
Q2 | $210K | Hold |
|
|||||
|
2021
Q1 | $192K | Hold |
|
|||||
|
2020
Q4 | $162K | Buy |
|
|||||
|
2020
Q3 | $120K | Hold |
|
|||||
|
2020
Q2 | $111K | Hold |
|
|||||
|
2020
Q1 | $81K | Sell |
|
|||||
|
2019
Q4 | $225K | Hold |
|
|||||
|
2019
Q3 | $225K | Hold |
|
|||||
|
2019
Q2 | $242K | Hold |
|
|||||
|
2019
Q1 | $233K | Hold |
|
|||||
|
2018
Q4 | $178K | Hold |
|
|||||
|
2018
Q3 | $222K | Hold |
|
|||||
|
2018
Q2 | $216K | Hold |
|
|||||
|
2018
Q1 | $196K | Hold |
|
|||||
|
2017
Q4 | $231K | Hold |
|
|||||
|
2017
Q3 | $244K | Hold |
|
|||||
|
2017
Q2 | $255K | Hold |
|
|||||
|
2017
Q1 | $267K | Hold |
|
|||||
|
2016
Q4 | $239K | Sell |
|
|||||
|
2016
Q3 | $456K | Sell |
|
|||||
|
2016
Q2 | $448K | Buy |
|
|||||
|
2016
Q1 | $449K | Buy |
|
|||||
|
2015
Q4 | $391K | Hold |
|
|||||
|
2015
Q3 | $394K | Buy |
|
|||||
|
2015
Q2 | $422K | Buy |
|
|||||
|
2015
Q1 | $422K | Buy |
|