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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell
2022 Q3	$120K	Buy
2022 Q2	$113K	Buy