Carson Wealth (CWM LLC)’s Fidus Investment FDUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Buy |
749
+705
| +1,602% | +$14.1K | ﹤0.01% | 4075 |
|
|
2025
Q1 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 4890 |
|
|
2024
Q4 | – | Sell |
-2
| Closed | – | – | 4976 |
|
|
2024
Q3 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 4909 |
|
|
2024
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 4686 |
|
|
2024
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 4443 |
|
|
2023
Q4 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 4243 |
|
|
2023
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 4270 |
|
|
2023
Q2 | $0 | Sell |
2
-611
| -100% | – | ﹤0.01% | 4238 |
|
|
2023
Q1 | $12K | Sell |
613
-915
| -60% | -$17.9K | ﹤0.01% | 2846 |
|
|
2022
Q4 | $29K | Buy |
1,528
+94
| +7% | +$1.78K | ﹤0.01% | 2103 |
|
|
2022
Q3 | $25K | Buy |
+1,434
| New | +$25K | ﹤0.01% | 2080 |
|