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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16,563
Closed -$120K – 120
2022
Q3 		$120K Buy
16,563
+2,012
+14% +$14.6K 0.14% 104
2022
Q2 		$113K Buy
+14,551
New +$113K 0.14% 106