ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
4.99M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.68%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.23% | -6.39K shares | -477K | 191.44K | |
| Q2 2022 | share | Decrease | -1.21% | -2.42K shares | -1.14M | 197.84K | |
| Q1 2022 | share | Decrease | -0.48% | -962 shares | -237K | 200.27K | |
| Q4 2021 | share | Decrease | -1.12% | -2.27K shares | -419K | 201.23K | |
| Q3 2021 | share | Decrease | -7.54% | -16.58K shares | -678K | 203.50K | |
| Q2 2021 | share | Decrease | -0.18% | -401 shares | 258K | 220.09K | |
| Q1 2021 | share | Increase | 0.00% | 220.49K shares | 7.69M | 220.49K |