Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fidelity D&D Bancorp FDBC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FDBC Stock Details FDBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$90K Buy
2025
Q2 		$66K Buy
2025
Q1 		$54K Buy
2024
Q4 		$61K Buy
2024
Q3 		$60K Buy
2024
Q2 		$0 Buy
2024
Q1 		$0 Buy