MGB 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 | $1.81M | Buy |
89,775
+1,821
| +2% | +$36.7K | 0.6% | 38 |
|
|
2025
Q1 | $1.8M | Hold |
87,954
| – | – | 0.65% | 34 |
|
|
2024
Q4 | $1.85M | Hold |
87,954
| – | – | 0.57% | 33 |
|
|
2024
Q3 | $1.72M | Sell |
87,954
-100
| -0.1% | -$1.96K | 0.62% | 32 |
|
|
2024
Q2 | $1.74M | Buy |
88,054
+598
| +0.7% | +$11.8K | 0.65% | 35 |
|
|
2024
Q1 | $1.72M | Hold |
87,456
| – | – | 0.7% | 34 |
|
|
2023
Q4 | $1.72M | Buy |
+87,456
| New | +$1.72M | 0.87% | 28 |
|