ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
1.09M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
+0.32%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +21.07% | 20.45K shares | 193K | 117.54K | |
| Q2 2022 | share | Increase | +8.78% | 7.83K shares | 21K | 97.08K | |
| Q1 2022 | share | Increase | +0.05% | 47 shares | -10K | 89.25K | |
| Q4 2021 | share | Increase | +0.05% | 46 shares | -1K | 89.20K | |
| Q3 2021 | share | Increase | +0.08% | 74 shares | 0 | 89.16K | |
| Q2 2021 | share | Increase | +2.15% | 1.87K shares | 22K | 89.08K | |
| Q1 2021 | share | Increase | 0.00% | 87.21K shares | 865K | 87.21K |