Mercer Global Advisors’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 | $335K | Buy |
7,273
+276
| +4% | +$12.7K | ﹤0.01% | 1760 |
|
|
2025
Q1 | $291K | Buy |
6,997
+15
| +0.2% | +$624 | ﹤0.01% | 1775 |
|
|
2024
Q4 | $341K | Hold |
6,982
| – | – | ﹤0.01% | 1664 |
|
|
2024
Q3 | $337K | Hold |
6,982
| – | – | ﹤0.01% | 1562 |
|
|
2024
Q2 | $306K | Hold |
6,982
| – | – | ﹤0.01% | 1565 |
|
|
2024
Q1 | $338K | Sell |
6,982
-63
| -0.9% | -$3.05K | ﹤0.01% | 1494 |
|
|
2023
Q4 | $409K | Hold |
7,045
| – | – | ﹤0.01% | 1440 |
|
|
2023
Q3 | $320K | Sell |
7,045
-6,881
| -49% | -$313K | ﹤0.01% | 1496 |
|
|
2023
Q2 | $677K | Buy |
+13,926
| New | +$677K | ﹤0.01% | 1100 |
|