ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
377,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.37%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.38% | -729 shares | -63K | 7.04K | |
| Q2 2022 | share | Decrease | -5.35% | -439 shares | -103K | 7.77K | |
| Q1 2022 | share | 0.00% | 0 shares | -64K | 8.21K | ||
| Q4 2021 | share | Decrease | -0.26% | -21 shares | 72K | 8.21K | |
| Q3 2021 | share | 0.00% | 0 shares | 6K | 8.23K | ||
| Q2 2021 | share | 0.00% | 0 shares | 32K | 8.23K | ||
| Q1 2021 | share | Increase | 0.00% | 8.23K shares | 497K | 8.23K |