ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
227,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.64%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.61% | 137 shares | -9K | 22.55K | |
| Q2 2022 | share | Decrease | -63.51% | -39.00K shares | -443K | 22.41K | |
| Q1 2022 | share | Increase | +20.66% | 10.51K shares | 74K | 61.42K | |
| Q4 2021 | share | Increase | +0.52% | 264 shares | 7K | 50.90K | |
| Q3 2021 | share | Increase | +0.50% | 250 shares | -4K | 50.64K | |
| Q2 2021 | share | Increase | +0.34% | 170 shares | 5K | 50.39K | |
| Q1 2021 | share | Increase | 0.00% | 50.22K shares | 597K | 50.22K |