HWA

Hillcrest Wealth Advisors’s Dominion Energy D Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,754	Closed	-$216K	–	49
2021 Q4	$216K	Buy	+2,754	New	+$216K	0.12%	51
2021 Q2	–	Sell	-3,099	Closed	-$235K	–	53
2021 Q1	$235K	Buy	+3,099	New	+$235K	0.14%	48