ENCOMPASS WEALTH ADVISORS, LLC – iShares Core S&P Total U.S. Stock Market ETF Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$334,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.06%
quarter
iShares Core S&P Total U.S. Stock Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.28% | 53 shares | -13K | $79.54 | 4.19K |
| Q2 2022 | share | Decrease | -0.98% | -41 shares | -76K | $83.78 | 4.14K |
| Q1 2022 | share | Increase | +17.25% | 616 shares | 41K | $100.94 | 4.18K |
| Q4 2021 | share | 0.00% | 0 shares | 31K | $107.29 | 3.57K | |
| Q3 2021 | share | Increase | +7.89% | 261 shares | 25K | $98.38 | 3.57K |
| Q2 2021 | share | 0.00% | 0 shares | 10K | $98.41 | 3.30K | |
| Q1 2021 | share | Decrease | -0.48% | -16 shares | 29K | $91.05 | 3.30K |
| Q4 2020 | share | Increase | 0.00% | 3.32K shares | 287K | $85.42 | 3.32K |