ENCOMPASS WEALTH ADVISORS, LLC – Polen Growth Fund Investor Class Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$592,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.55%
quarter
Polen Growth Fund Investor Class 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.07% | -1.37K shares | -82K | $32.82 | 18.02K |
| Q2 2022 | share | Increase | +3.80% | 710 shares | -182K | $34.75 | 19.39K |
| Q1 2022 | share | Decrease | -0.25% | -46 shares | -137K | $45.78 | 18.68K |
| Q4 2021 | share | Increase | +6.44% | 1.13K shares | 68K | $53.43 | 18.73K |
| Q3 2021 | share | Decrease | -1.28% | -229 shares | 10K | $52.59 | 17.60K |
| Q2 2021 | share | Decrease | -8.84% | -1.73K shares | -24K | $51.32 | 17.83K |
| Q1 2021 | share | Increase | 0.00% | 19.56K shares | 939K | $45.47 | 19.56K |