ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
277,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.74%
quarter
13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | 0.00% | 0 shares | -13K | 9.97K | ||
Q2 2022 | share | 0.00% | 0 shares | -55K | 9.97K | ||
Q1 2022 | share | 0.00% | 0 shares | -26K | 9.97K | ||
Q4 2021 | share | 0.00% | 0 shares | 28K | 9.97K | ||
Q3 2021 | share | 0.00% | 0 shares | -1K | 9.97K | ||
Q2 2021 | share | 0.00% | 0 shares | 7K | 9.97K | ||
Q1 2021 | share | Increase | 0.00% | 9.97K shares | 337K | 9.97K |