HB 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 | $275K | Hold |
13,599
| – | – | ﹤0.01% | 958 |
|
|
2025
Q1 | $277K | Hold |
13,599
| – | – | ﹤0.01% | 985 |
|
|
2024
Q4 | $286K | Hold |
13,599
| – | – | ﹤0.01% | 820 |
|
|
2024
Q3 | $267K | Hold |
13,599
| – | – | ﹤0.01% | 786 |
|
|
2024
Q2 | $265K | Hold |
13,599
| – | – | ﹤0.01% | 746 |
|
|
2024
Q1 | $268K | Hold |
13,599
| – | – | ﹤0.01% | 696 |
|
|
2023
Q4 | $268K | Hold |
13,599
| – | – | ﹤0.01% | 648 |
|
|
2023
Q3 | $261K | Hold |
13,599
| – | – | ﹤0.01% | 605 |
|
|
2023
Q2 | $267K | Sell |
13,599
-5,700
| -30% | -$112K | ﹤0.01% | 582 |
|
|
2023
Q1 | $368K | Sell |
19,299
-11,163
| -37% | -$213K | 0.01% | 486 |
|
|
2022
Q4 | $580K | Buy |
+30,462
| New | +$580K | 0.01% | 363 |
|