ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
355,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.01%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.17% | 482 shares | -14K | 41.57K | |
| Q2 2022 | share | 0.00% | 0 shares | -36K | 41.09K | ||
| Q1 2022 | share | Increase | +5.97% | 2.31K shares | 23K | 41.09K | |
| Q4 2021 | share | 0.00% | 0 shares | 5K | 38.78K | ||
| Q3 2021 | share | Increase | +0.40% | 154 shares | -2K | 38.78K | |
| Q2 2021 | share | Increase | +0.66% | 254 shares | 3K | 38.62K | |
| Q1 2021 | share | Increase | 0.00% | 38.37K shares | 376K | 38.37K |