ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
1.05M
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 | Decrease | -1.95% | -416 shares | -51K | 20.91K | |
| Q2 2022 | share | Increase | +4.84% | 985 shares | -244K | 21.32K | |
| Q1 2022 | share | 0.00% | 0 shares | -161K | 20.34K | ||
| Q4 2021 | share | Increase | +1.31% | 263 shares | -10K | 20.34K | |
| Q3 2021 | share | Increase | +2.46% | 482 shares | 51K | 20.07K | |
| Q2 2021 | share | Increase | +0.45% | 87 shares | 71K | 19.59K | |
| Q1 2021 | share | Increase | 0.00% | 19.51K shares | 1.39M | 19.51K |