ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
221,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.48%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.05% | 2 shares | -13K | 3.99K | |
| Q2 2022 | share | Decrease | -3.23% | -133 shares | -60K | 3.99K | |
| Q1 2022 | share | Decrease | -2.39% | -101 shares | -27K | 4.12K | |
| Q4 2021 | share | Increase | +1.47% | 61 shares | 8K | 4.22K | |
| Q3 2021 | share | Increase | +13.19% | 485 shares | 33K | 4.16K | |
| Q2 2021 | share | Increase | +2.79% | 100 shares | 8K | 3.67K | |
| Q1 2021 | share | Increase | 0.00% | 3.57K shares | 272K | 3.57K |