Cornerstone Wealth Management’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 | $549K | Buy |
27,173
+1,965
| +8% | +$39.7K | 0.03% | 374 |
|
|
2025
Q1 | $514K | Buy |
25,208
+3,782
| +18% | +$77.1K | 0.03% | 358 |
|
|
2024
Q4 | $450K | Buy |
21,426
+1,989
| +10% | +$41.8K | 0.03% | 378 |
|
|
2024
Q3 | $381K | Buy |
19,437
+1,838
| +10% | +$36K | 0.03% | 407 |
|
|
2024
Q2 | $343K | Buy |
17,599
+1,662
| +10% | +$32.4K | 0.03% | 409 |
|
|
2024
Q1 | $315K | Buy |
15,937
+4,686
| +42% | +$92.5K | 0.03% | 424 |
|
|
2023
Q4 | $222K | Buy |
+11,251
| New | +$222K | 0.02% | 482 |
|