ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
497,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-6.19%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.59% | -1.39K shares | -36K | 234.39K | |
| Q2 2022 | share | Decrease | -1.08% | -2.57K shares | -63K | 235.78K | |
| Q1 2022 | share | Decrease | -0.20% | -484 shares | -1K | 238.36K | |
| Q4 2021 | share | Increase | +0.81% | 1.92K shares | 15K | 238.85K | |
| Q3 2021 | share | Increase | +0.61% | 1.44K shares | -2K | 236.92K | |
| Q2 2021 | share | Increase | +0.20% | 475 shares | 4K | 235.48K | |
| Q1 2021 | share | Increase | 0.00% | 235.01K shares | 580K | 235.01K |