WWM
WT Wealth Management’s Fidus Investment FDUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.09M | Sell |
53,376
-2,063
| -4% | -$42.1K | 0.35% | 60 |
|
|
2024
Q4 | $1.17M | Sell |
55,439
-2,200
| -4% | -$46.2K | 0.37% | 65 |
|
|
2024
Q3 | $1.13M | Sell |
57,639
-2,283
| -4% | -$44.9K | 0.36% | 64 |
|
|
2024
Q2 | $1.17M | Sell |
59,922
-6,072
| -9% | -$118K | 0.4% | 67 |
|
|
2024
Q1 | $1.3M | Sell |
65,994
-1,274
| -2% | -$25.1K | 0.47% | 62 |
|
|
2023
Q4 | $1.32M | Sell |
67,268
-1,285
| -2% | -$25.3K | 0.52% | 55 |
|
|
2023
Q3 | $1.32M | Hold |
68,553
| – | – | 0.56% | 46 |
|
|
2023
Q2 | $1.34M | Hold |
68,553
| – | – | 0.56% | 49 |
|
|
2023
Q1 | $1.31M | Hold |
68,553
| – | – | 0.57% | 50 |
|
|
2022
Q4 | $1.3M | Buy |
+68,553
| New | +$1.3M | 0.63% | 51 |
|