ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
1.41M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.21%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -47K | 126.76K | ||
| Q2 2022 | share | 0.00% | 0 shares | -38K | 126.76K | ||
| Q1 2022 | share | 0.00% | 0 shares | -88K | 126.76K | ||
| Q4 2021 | share | Increase | +1.44% | 1.80K shares | 23K | 126.76K | |
| Q3 2021 | share | Decrease | -1.42% | -1.79K shares | -34K | 124.95K | |
| Q2 2021 | share | 0.00% | 0 shares | 1K | 126.75K | ||
| Q1 2021 | share | Increase | 0.00% | 126.75K shares | 1.59M | 126.75K |