Clearstead Advisors’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Buy |
20,661
+90
| +0.4% | +$1.82K | 0.01% | 656 |
|
|
2025
Q1 | $419K | Buy |
20,571
+84
| +0.4% | +$1.71K | 0.01% | 624 |
|
|
2024
Q4 | $431K | Buy |
20,487
+81
| +0.4% | +$1.7K | 0.01% | 618 |
|
|
2024
Q3 | $400K | Buy |
20,406
+86
| +0.4% | +$1.69K | 0.01% | 626 |
|
|
2024
Q2 | $396K | Buy |
+20,320
| New | +$396K | 0.01% | 595 |
|