BFWA

Benchmark Financial Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-17,087	Closed	-$1.78M	–	71
2022 Q4	$1.78M	Sell	17,087 -2,579	-13%	-$269K	0.97%	19
2022 Q3	$1.8M	Buy	19,666 +16,358	+494%	+$1.49M	1.06%	20
2022 Q2	$332K	Buy	+3,308	New	+$332K	0.17%	43