ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
1.00M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-8.20%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.06% | 11 shares | -90K | 17.6K | |
| Q2 2022 | share | Increase | +0.06% | 10 shares | -103K | 17.58K | |
| Q1 2022 | share | Increase | +0.05% | 9 shares | -29K | 17.57K | |
| Q4 2021 | share | Increase | +0.13% | 22 shares | 61K | 17.57K | |
| Q3 2021 | share | Decrease | -1.12% | -199 shares | -41K | 17.54K | |
| Q2 2021 | share | Increase | +0.05% | 9 shares | 13K | 17.74K | |
| Q1 2021 | share | Increase | 0.00% | 17.73K shares | 1.19M | 17.73K |