ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
475,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-6.65%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.94% | 200 shares | -24K | 10.53K | |
| Q2 2022 | share | Decrease | -2.69% | -286 shares | -63K | 10.33K | |
| Q1 2022 | share | Increase | +6.76% | 672 shares | 34K | 10.61K | |
| Q4 2021 | share | Increase | +42.36% | 2.95K shares | 181K | 9.94K | |
| Q3 2021 | share | Increase | +5.77% | 381 shares | 16K | 6.98K | |
| Q2 2021 | share | Increase | +2.75% | 177 shares | 11K | 6.60K | |
| Q1 2021 | share | Increase | 0.00% | 6.42K shares | 320K | 6.42K |