ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
100,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-14.74%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -34.91% | -5.85K shares | -81K | 10.91K | |
| Q2 2022 | share | Increase | +0.05% | 9 shares | -23K | 16.76K | |
| Q1 2022 | share | 0.00% | 0 shares | -9K | 16.75K | ||
| Q4 2021 | share | Increase | +0.44% | 73 shares | 10K | 16.75K | |
| Q3 2021 | share | Increase | +2.11% | 344 shares | -31K | 16.68K | |
| Q2 2021 | share | 0.00% | 0 shares | 6K | 16.33K | ||
| Q1 2021 | share | Increase | 0.00% | 16.33K shares | 228K | 16.33K |