IHT Wealth Management’s Fidus Investment FDUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
69,581
+6,397
| +10% | +$129K | 0.04% | 405 |
|
|
2025
Q1 | $1.29M | Buy |
63,184
+2,827
| +5% | +$57.6K | 0.04% | 406 |
|
|
2024
Q4 | $1.27M | Buy |
60,357
+5,436
| +10% | +$114K | 0.04% | 375 |
|
|
2024
Q3 | $1.08M | Buy |
54,921
+2,887
| +6% | +$56.6K | 0.03% | 480 |
|
|
2024
Q2 | $1.01M | Buy |
52,034
+4,997
| +11% | +$97.3K | 0.04% | 433 |
|
|
2024
Q1 | $929K | Buy |
47,037
+7,458
| +19% | +$147K | 0.04% | 447 |
|
|
2023
Q4 | $779K | Buy |
39,579
+2,216
| +6% | +$43.6K | 0.03% | 461 |
|
|
2023
Q3 | $717K | Buy |
37,363
+19,313
| +107% | +$371K | 0.04% | 443 |
|
|
2023
Q2 | $354K | Buy |
18,050
+1,569
| +10% | +$30.8K | 0.02% | 661 |
|
|
2023
Q1 | $314K | Buy |
16,481
+1,724
| +12% | +$32.9K | 0.02% | 684 |
|
|
2022
Q4 | $281K | Buy |
14,757
+3,484
| +31% | +$66.3K | 0.02% | 686 |
|
|
2022
Q3 | $194K | Buy |
+11,273
| New | +$194K | 0.01% | 783 |
|