Hall Private Wealth Advisors
- SEC CIK
- 0001744091
- Latest filing
- Nov 15, 2023
DIA holding history
SPDR Dow Jones Industrial Average ETF Trust 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.
DIA overviewAll 13F holders of DIAFull Q3 2023 holdings
- Shares (Q3 2023)
- 3,857
- Value
- $1.29M
- % of portfolio
- 0.9%
- Quarters held
- 7
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 3,857 | $1.29M | 0.9% | −61−1.6% | Reduced | Holders |
| Q2 2023 | 3,918 | $1.35M | 0.7% | +562+16.7% | Added | Holders |
| Q1 2023 | 3,356 | $1.12M | 0.6% | +2,403+252.2% | Added | Holders |
| Q4 2022 | 953 | $315.8K | 0.2% | +27+2.9% | Added | Holders |
| Q3 2022 | 926 | $266.0K | 0.2% | +926 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −1,071−100.0% | Sold out | Holders |
| Q3 2021 | 1,071 | $362.0K | 0.2% | −2,371−68.9% | Reduced | Holders |
| Q2 2021 | 3,442 | $1.19M | 0.8% | – | No prior filing | Holders |