ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
1.51M
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 | 0.00% | 0 shares | -109K | 33.71K | ||
| Q2 2022 | share | 0.00% | 0 shares | -156K | 33.71K | ||
| Q1 2022 | share | 0.00% | 0 shares | -7K | 33.71K | ||
| Q4 2021 | share | Increase | 0.00% | 1 shares | 114K | 33.71K | |
| Q3 2021 | share | 0.00% | 0 shares | -12K | 33.71K | ||
| Q2 2021 | share | 0.00% | 0 shares | 8K | 33.71K | ||
| Q1 2021 | share | Increase | 0.00% | 33.71K shares | 1.68M | 33.71K |