Hall Private Wealth Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-42,579
| Closed | -$2.21M | – | 41 |
|
|
2023
Q2 | $2.21M | Sell |
42,579
-2,319
| -5% | -$120K | 1.19% | 22 |
|
|
2023
Q1 | $2.51M | Sell |
44,898
-62
| -0.1% | -$3.47K | 1.31% | 24 |
|
|
2022
Q4 | $2.76M | Buy |
+44,960
| New | +$2.76M | 1.57% | 20 |
|
|
2022
Q3 | – | Sell |
-3,814
| Closed | -$304K | – | 41 |
|
|
2022
Q2 | $304K | Sell |
3,814
-80,459
| -95% | -$6.41M | 0.17% | 35 |
|
|
2022
Q1 | $7.16M | Sell |
84,273
-4,882
| -5% | -$415K | 3.82% | 13 |
|
|
2021
Q4 | $7M | Sell |
89,155
-10,039
| -10% | -$789K | 4.35% | 10 |
|
|
2021
Q3 | $7.24M | Buy |
99,194
+16,176
| +19% | +$1.18M | 4.62% | 9 |
|
|
2021
Q2 | $6.11M | Buy |
+83,018
| New | +$6.11M | 3.98% | 8 |
|
|
2020
Q4 | $4.33M | Buy |
+57,553
| New | +$4.33M | 3.57% | 12 |
|