Carson Wealth (CWM LLC)’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 | $66K | Buy |
1,427
+125
| +10% | +$5.78K | ﹤0.01% | 3055 |
|
|
2025
Q1 | $54K | Buy |
1,302
+62
| +5% | +$2.57K | ﹤0.01% | 2913 |
|
|
2024
Q4 | $61K | Buy |
1,240
+16
| +1% | +$787 | ﹤0.01% | 2639 |
|
|
2024
Q3 | $60K | Buy |
1,224
+1,214
| +12,140% | +$59.5K | ﹤0.01% | 2558 |
|
|
2024
Q2 | $0 | Buy |
10
+9
| +900% | – | ﹤0.01% | 4684 |
|
|
2024
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4442 |
|