Alliance Wealth Advisors (Pennsylvania)’s Fidelity D&D Bancorp FDBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
9,336
+4
| +0% | +$184 | 0.22% | 77 |
|
|
2025
Q1 | $388K | Buy |
9,332
+4,870
| +109% | +$203K | 0.22% | 85 |
|
|
2024
Q4 | $218K | Buy |
4,462
+3
| +0.1% | +$146 | 0.12% | 131 |
|
|
2024
Q3 | $220K | Buy |
+4,459
| New | +$220K | 0.13% | 129 |
|
|
2024
Q2 | – | Sell |
-4,152
| Closed | -$201K | – | 135 |
|
|
2024
Q1 | $201K | Sell |
4,152
-76
| -2% | -$3.68K | 0.13% | 127 |
|
|
2023
Q4 | $245K | Buy |
+4,228
| New | +$245K | 0.16% | 116 |
|