Cornerstone Wealth Management’s Fidus Investment FDUS Stock Holding History

Cornerstone Wealth Management’s Portfolio FDUS Stock Details FDUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$563K	Buy
2025 Q2	$549K	Buy
2025 Q1	$514K	Buy
2024 Q4	$450K	Buy
2024 Q3	$381K	Buy
2024 Q2	$343K	Buy
2024 Q1	$315K	Buy
2023 Q4	$222K	Buy