ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
357,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-6.09%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +14.20% | 1.15K shares | 24K | 9.30K | |
| Q2 2022 | share | Decrease | -15.76% | -1.52K shares | -143K | 8.14K | |
| Q1 2022 | share | Decrease | -0.14% | -14 shares | -25K | 9.67K | |
| Q4 2021 | share | Increase | +3.97% | 370 shares | 35K | 9.68K | |
| Q3 2021 | share | Increase | +0.26% | 24 shares | 3K | 9.31K | |
| Q2 2021 | share | Increase | +0.88% | 81 shares | 11K | 9.29K | |
| Q1 2021 | share | Increase | 0.00% | 9.21K shares | 452K | 9.21K |