ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
336,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.17%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -14K | 11.77K | ||
| Q2 2022 | share | 0.00% | 0 shares | -84K | 11.77K | ||
| Q1 2022 | share | Increase | +1.45% | 168 shares | -50K | 11.77K | |
| Q4 2021 | share | Decrease | -27.67% | -4.44K shares | -198K | 11.61K | |
| Q3 2021 | share | Decrease | -9.60% | -1.70K shares | -69K | 16.05K | |
| Q2 2021 | share | 0.00% | 0 shares | 37K | 17.75K | ||
| Q1 2021 | share | Increase | 0.00% | 17.75K shares | 714K | 17.75K |