ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
70,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
+1.06%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.47% | 151 shares | 2K | 10.42K | |
| Q2 2022 | share | Increase | +1.21% | 123 shares | -4K | 10.27K | |
| Q1 2022 | share | Increase | +0.90% | 91 shares | 1K | 10.14K | |
| Q4 2021 | share | Decrease | -16.02% | -1.91K shares | -14K | 10.05K | |
| Q3 2021 | share | Increase | +1.22% | 144 shares | 3K | 11.97K | |
| Q2 2021 | share | Increase | +0.60% | 71 shares | 1K | 11.83K | |
| Q1 2021 | share | Increase | 0.00% | 11.76K shares | 81K | 11.76K |