Oak Harbor Wealth Partners’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 | $364K | Hold |
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|
2025
Q2 | $363K | Hold |
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|
2025
Q1 | $367K | Hold |
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|
2024
Q4 | $378K | Sell |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $412K | Sell |
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|
2024
Q1 | $490K | Buy |
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|
2023
Q4 | $484K | Buy |
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|
2023
Q3 | $467K | Buy |
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|
2023
Q2 | $467K | Buy |
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|
2023
Q1 | $450K | Sell |
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|
2022
Q4 | $803K | Buy |
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|
2022
Q3 | $722K | Buy |
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|
2022
Q2 | $730K | Sell |
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|
2022
Q1 | $848K | Buy |
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|
2021
Q4 | $752K | Buy |
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