Peterson Wealth Services’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 | $2.46K | Buy |
122
+1
| +0.8% | +$20 | ﹤0.01% | 195 |
|
|
2025
Q1 | $2.48K | Sell |
121
-206
| -63% | -$4.22K | ﹤0.01% | 195 |
|
|
2024
Q4 | $6.87K | Buy |
327
+73
| +29% | +$1.53K | ﹤0.01% | 190 |
|
|
2024
Q3 | $4.98K | Buy |
+254
| New | +$4.98K | ﹤0.01% | 195 |
|
|
2023
Q2 | – | Sell |
-55,681
| Closed | -$1.06M | – | 91 |
|
|
2023
Q1 | $1.06M | Buy |
+55,681
| New | +$1.06M | 0.55% | 57 |
|
|
2022
Q4 | – | Sell |
-39,040
| Closed | -$671K | – | 92 |
|
|
2022
Q3 | $671K | Buy |
39,040
+10,105
| +35% | +$174K | 0.48% | 57 |
|
|
2022
Q2 | $505K | Buy |
+28,935
| New | +$505K | 0.36% | 57 |
|
|
2022
Q1 | – | Sell |
-18,883
| Closed | -$340K | – | 90 |
|
|
2021
Q4 | $340K | Buy |
+18,883
| New | +$340K | 0.23% | 65 |
|