ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
4.83M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.47%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.44% | -69.40K shares | -876K | 595.38K | |
| Q2 2022 | share | Decrease | -26.02% | -233.78K shares | -2.48M | 664.79K | |
| Q1 2022 | share | Decrease | -2.21% | -20.34K shares | -783K | 898.57K | |
| Q4 2021 | share | Increase | +1.60% | 14.46K shares | 42K | 918.91K | |
| Q3 2021 | share | Increase | +1.26% | 11.29K shares | 85K | 904.45K | |
| Q2 2021 | share | Decrease | -8.05% | -78.15K shares | -706K | 893.16K | |
| Q1 2021 | share | Increase | 0.00% | 971.31K shares | 9.55M | 971.31K |