Creative Planning’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 | $1.88M | Sell |
40,798
-7
| -0% | -$322 | ﹤0.01% | 1370 |
|
|
2025
Q1 | $1.7M | Buy |
40,805
+11
| +0% | +$458 | ﹤0.01% | 1297 |
|
|
2024
Q4 | $1.99M | Hold |
40,794
| – | – | ﹤0.01% | 1135 |
|
|
2024
Q3 | $2.01M | Sell |
40,794
-2
| -0% | -$99 | ﹤0.01% | 1050 |
|
|
2024
Q2 | $1.79M | Hold |
40,796
| – | – | ﹤0.01% | 1047 |
|
|
2024
Q1 | $1.98M | Hold |
40,796
| – | – | ﹤0.01% | 956 |
|
|
2023
Q4 | $2.37M | Buy |
40,796
+276
| +0.7% | +$16K | ﹤0.01% | 851 |
|
|
2023
Q3 | $1.84M | Buy |
+40,520
| New | +$1.84M | ﹤0.01% | 881 |
|