ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
4.48M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-0.53%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -12.89% | -87.65K shares | -691K | 592.45K | |
| Q2 2022 | share | Increase | +1.95% | 12.99K shares | -294K | 680.11K | |
| Q1 2022 | share | Increase | +4.23% | 27.04K shares | 138K | 667.11K | |
| Q4 2021 | share | Increase | +1.02% | 6.48K shares | 17K | 640.06K | |
| Q3 2021 | share | Increase | +0.08% | 533 shares | 4K | 633.58K | |
| Q2 2021 | share | Decrease | -5.32% | -35.60K shares | -279K | 633.04K | |
| Q1 2021 | share | Increase | 0.00% | 668.65K shares | 5.59M | 668.65K |