ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
662,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-0.37%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +13.46% | 5.84K shares | 77K | 49.24K | |
| Q2 2022 | share | Decrease | -1.58% | -698 shares | -46K | 43.40K | |
| Q1 2022 | share | Increase | 0.00% | 1 shares | -9K | 44.09K | |
| Q4 2021 | share | Increase | +9.75% | 3.91K shares | 66K | 44.09K | |
| Q3 2021 | share | Decrease | -6.99% | -3.01K shares | -40K | 40.18K | |
| Q2 2021 | share | 0.00% | 0 shares | 1K | 43.2K | ||
| Q1 2021 | share | Increase | 0.00% | 43.2K shares | 613K | 43.2K |