Creative Planning’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $568K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $7K | Hold |
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|
2016
Q4 | $6K | Buy |
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|
2016
Q3 | $3K | Hold |
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|
2016
Q2 | $3K | Hold |
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|
2016
Q1 | $3K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $77K | Buy |
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|
2014
Q2 | $77K | Hold |
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|
2014
Q1 | $72K | Hold |
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|
2013
Q4 | $81K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $13K | Buy |
|