CWM
Cedar Wealth Management’s Fidus Investment FDUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Hold |
992
| – | – | 0.01% | 139 |
|
|
2025
Q1 | $20.2K | Hold |
992
| – | – | 0.01% | 134 |
|
|
2024
Q4 | $20.9K | Hold |
992
| – | – | 0.01% | 128 |
|
|
2024
Q3 | $19.4K | Hold |
992
| – | – | 0.01% | 192 |
|
|
2024
Q2 | $19.3K | Hold |
992
| – | – | 0.01% | 201 |
|
|
2024
Q1 | $19.6K | Hold |
992
| – | – | 0.01% | 217 |
|
|
2023
Q4 | $19.5K | Hold |
992
| – | – | 0.01% | 197 |
|
|
2023
Q3 | $19K | Hold |
992
| – | – | 0.01% | 202 |
|
|
2023
Q2 | $19.4K | Hold |
992
| – | – | 0.01% | 211 |
|
|
2023
Q1 | $18.9K | Hold |
992
| – | – | 0.01% | 203 |
|
|
2022
Q4 | $18.9K | Hold |
992
| – | – | 0.01% | 197 |
|
|
2022
Q3 | $17K | Sell |
992
-750
| -43% | -$12.9K | 0.01% | 226 |
|
|
2022
Q2 | $30K | Hold |
1,742
| – | – | 0.01% | 199 |
|
|
2022
Q1 | $35K | Hold |
1,742
| – | – | 0.01% | 208 |
|
|
2021
Q4 | $31K | Buy |
+1,742
| New | +$31K | 0.01% | 215 |
|