ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
259,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.40%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -50.00% | -16.03K shares | -278K | 16.03K | |
| Q2 2022 | share | 0.00% | 0 shares | -134K | 32.06K | ||
| Q1 2022 | share | Increase | +0.47% | 150 shares | -74K | 32.06K | |
| Q4 2021 | share | Increase | +0.44% | 139 shares | 58K | 31.91K | |
| Q3 2021 | share | Decrease | -0.00% | -1 shares | 4K | 31.77K | |
| Q2 2021 | share | 0.00% | 0 shares | 38K | 31.77K | ||
| Q1 2021 | share | Increase | 0.00% | 31.77K shares | 645K | 31.77K |