Summit Trail Advisors’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
Q2 | $455K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $441K | Hold |
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|
2024
Q2 | $438K | Hold |
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|
2024
Q1 | $444K | Hold |
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|
2023
Q4 | $443K | Hold |
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|
2023
Q3 | $432K | Hold |
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|
2023
Q2 | $441K | Hold |
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|
2023
Q1 | $429K | Hold |
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|
2022
Q4 | $428K | Hold |
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|
2022
Q3 | $387K | Hold |
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|
2022
Q2 | $393K | Hold |
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|
2022
Q1 | $454K | Hold |
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|
2021
Q4 | $405K | Hold |
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|
2021
Q3 | $392K | Hold |
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|
2021
Q2 | $383K | Hold |
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|
2021
Q1 | $350K | Hold |
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|
2020
Q4 | $295K | Hold |
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|
2020
Q3 | $268K | Hold |
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|
2020
Q2 | $204K | Sell |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $673K | Hold |
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|
2019
Q2 | $724K | Hold |
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|
2019
Q1 | $696K | Buy |
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