ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
491,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-2.65%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.57% | 55 shares | -10K | 9.74K | |
| Q2 2022 | share | Decrease | -1.89% | -187 shares | -153K | 9.68K | |
| Q1 2022 | share | Increase | +5.42% | 508 shares | -47K | 9.87K | |
| Q4 2021 | share | Increase | +71.43% | 3.90K shares | 288K | 9.36K | |
| Q3 2021 | share | Increase | +4.38% | 229 shares | 21K | 5.46K | |
| Q2 2021 | share | Increase | +1.99% | 102 shares | 24K | 5.23K | |
| Q1 2021 | share | Increase | 0.00% | 5.13K shares | 368K | 5.13K |