ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
360,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.25%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -20K | 8.30K | ||
| Q2 2022 | share | 0.00% | 0 shares | -107K | 8.30K | ||
| Q1 2022 | share | 0.00% | 0 shares | -54K | 8.30K | ||
| Q4 2021 | share | Increase | +26.64% | 1.74K shares | 118K | 8.30K | |
| Q3 2021 | share | Decrease | -14.28% | -1.09K shares | -70K | 6.55K | |
| Q2 2021 | share | 0.00% | 0 shares | 37K | 7.65K | ||
| Q1 2021 | share | Increase | 0.00% | 7.65K shares | 456K | 7.65K |