ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
396,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.38%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -23K | 10.00K | ||
| Q2 2022 | share | 0.00% | 0 shares | -82K | 10.00K | ||
| Q1 2022 | share | 0.00% | 0 shares | -31K | 10.00K | ||
| Q4 2021 | share | Decrease | -0.81% | -82 shares | -40K | 10.00K | |
| Q3 2021 | share | 0.00% | 0 shares | -5K | 10.09K | ||
| Q2 2021 | share | 0.00% | 0 shares | 6K | 10.09K | ||
| Q1 2021 | share | Increase | 0.00% | 10.09K shares | 571K | 10.09K |