ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
166,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-6.47%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.73% | 461 shares | -6K | 17.36K | |
| Q2 2022 | share | Decrease | -2.20% | -380 shares | -16K | 16.90K | |
| Q1 2022 | share | Increase | +8.24% | 1.31K shares | 7K | 17.28K | |
| Q4 2021 | share | Increase | 0.00% | 15.96K shares | 181K | 15.96K |