ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
563,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.26%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.19% | -1.47K shares | -98K | 13.02K | |
| Q2 2022 | share | 0.00% | 0 shares | -187K | 14.49K | ||
| Q1 2022 | share | 0.00% | 0 shares | -94K | 14.49K | ||
| Q4 2021 | share | Increase | +8.54% | 1.14K shares | 82K | 14.49K | |
| Q3 2021 | share | 0.00% | 0 shares | 1K | 13.35K | ||
| Q2 2021 | share | 0.00% | 0 shares | 64K | 13.35K | ||
| Q1 2021 | share | Increase | 0.00% | 13.35K shares | 795K | 13.35K |