A detailed history of Oak Harbor Wealth Partners, LLC transactions in Fidus Investment Corp stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 21,156 shares of FDUS stock, worth $406,195. This represents 0.13% of its overall portfolio holdings.

Number of Shares
21,156
Previous 24,830 14.8%
Holding current value
$406,195
Previous $490,000 15.92%
% of portfolio
0.13%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$19.26 - $20.47 $70,761 - $75,206
-3,674 Reduced 14.8%
21,156 $412,000
Q1 2024

Apr 23, 2024

BUY
$18.79 - $20.04 $4,565 - $4,869
243 Added 0.99%
24,830 $490,000
Q4 2023

Feb 09, 2024

BUY
$17.69 - $20.13 $5,041 - $5,737
285 Added 1.17%
24,587 $484,000
Q3 2023

Oct 19, 2023

BUY
$18.8 - $20.98 $8,535 - $9,524
454 Added 1.9%
24,302 $466,000
Q2 2023

Jul 27, 2023

BUY
$18.1 - $20.08 $4,217 - $4,678
233 Added 0.99%
23,848 $467,000
Q1 2023

Apr 24, 2023

SELL
$18.29 - $20.9 $339,846 - $388,342
-18,581 Reduced 44.03%
23,615 $450,000
Q4 2022

Jan 18, 2023

BUY
$16.88 - $21.24 $3,291 - $4,141
195 Added 0.46%
42,196 $0
Q3 2022

Nov 03, 2022

BUY
$16.92 - $20.62 $2,436 - $2,969
144 Added 0.34%
42,001 $722,000
Q2 2022

Jul 25, 2022

SELL
$16.61 - $20.94 $2,408 - $3,036
-145 Reduced 0.35%
41,857 $730,000
Q1 2022

May 11, 2022

BUY
$17.02 - $20.52 $2,689 - $3,242
158 Added 0.38%
42,002 $848,000
Q4 2021

Feb 17, 2022

BUY
$16.97 - $18.63 $710,092 - $779,553
41,844 New
41,844 $752,000

Others Institutions Holding FDUS

About FIDUS INVESTMENT Corp


  • Ticker FDUS
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Fidus Investment Corporation is a business development company. It specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and u...
More about FDUS
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