ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
547,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-6.98%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.51% | -2.99K shares | -110K | 25.47K | |
| Q2 2022 | share | Decrease | -5.93% | -1.79K shares | -109K | 28.46K | |
| Q1 2022 | share | Decrease | -20.28% | -7.69K shares | -214K | 30.25K | |
| Q4 2021 | share | Decrease | -0.13% | -50 shares | 19K | 37.95K | |
| Q3 2021 | share | Increase | +0.71% | 269 shares | -11K | 38.00K | |
| Q2 2021 | share | Decrease | -0.72% | -274 shares | 1K | 37.73K | |
| Q1 2021 | share | Increase | 0.00% | 38.00K shares | 971K | 38.00K |