ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
371,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-1.64%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -6K | 14.72K | ||
| Q2 2022 | share | Decrease | -4.87% | -753 shares | -96K | 14.72K | |
| Q1 2022 | share | 0.00% | 0 shares | -20K | 15.47K | ||
| Q4 2021 | share | Increase | +0.87% | 133 shares | -41K | 15.47K | |
| Q3 2021 | share | Decrease | -3.50% | -556 shares | -26K | 15.34K | |
| Q2 2021 | share | 0.00% | 0 shares | 6K | 15.89K | ||
| Q1 2021 | share | Increase | 0.00% | 15.89K shares | 554K | 15.89K |