ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
3.54M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-9.38%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.92% | -759 shares | -403K | 81.32K | |
| Q2 2022 | share | Decrease | -3.19% | -2.70K shares | -858K | 82.08K | |
| Q1 2022 | share | Increase | +0.73% | 616 shares | -632K | 84.78K | |
| Q4 2021 | share | Decrease | -0.53% | -448 shares | -394K | 84.17K | |
| Q3 2021 | share | Increase | +0.74% | 624 shares | -97K | 84.62K | |
| Q2 2021 | share | Increase | +0.26% | 214 shares | 31K | 83.99K | |
| Q1 2021 | share | Increase | 0.00% | 83.78K shares | 5.89M | 83.78K |