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Hall Private Wealth Advisors

SEC CIK
0001744091
Latest filing
Nov 15, 2023

D holding history

Dominion Energy, Inc in every 13F filed by Hall Private Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

D overviewAll 13F holders of DFull Q3 2023 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2021
Holdings of D by Hall Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−42,579−100.0%Sold outHolders
Q2 202342,579$2.21M1.2%−2,319−5.2%ReducedHolders
Q1 202344,898$2.51M1.3%−62−0.1%ReducedHolders
Q4 202244,960$2.76M1.6%+44,960NewHolders
Q3 20220$00.0%−3,814−100.0%Sold outHolders
Q2 20223,814$304.0K0.2%−80,459−95.5%ReducedHolders
Q1 202284,273$7.16M3.8%−4,882−5.5%ReducedHolders
Q4 202189,155$7.00M4.4%−10,039−10.1%ReducedHolders
Q3 202199,194$7.24M4.6%+16,176+19.5%AddedHolders
Q2 202183,018$6.11M4.0%–No prior filingHolders