BWM
IDIV

BlackDiamond Wealth Management’s U.S. Equity Cumulative Dividends Fund - Series 2027 IDIV Stock Holding History

BlackDiamond Wealth Management’s Portfolio IDIV Stock Details IDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16,563
Closed -$120K – 120
2022
Q3 		$120K Buy
16,563
+2,012
+14% +$15.3K 0.14% 104
2022
Q2 		$113K Buy
+14,551
New +$119K 0.14% 106