ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
314,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-9.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.65% | 117 shares | -27K | 7.20K | |
| Q2 2022 | share | Decrease | -2.15% | -156 shares | -70K | 7.08K | |
| Q1 2022 | share | Increase | +6.74% | 457 shares | -28K | 7.24K | |
| Q4 2021 | share | Increase | +66.63% | 2.71K shares | 158K | 6.78K | |
| Q3 2021 | share | Increase | +5.08% | 197 shares | 8K | 4.07K | |
| Q2 2021 | share | Increase | +4.93% | 182 shares | 13K | 3.87K | |
| Q1 2021 | share | Increase | 0.00% | 3.69K shares | 260K | 3.69K |