ENCOMPASS WEALTH ADVISORS, LLC – iShares Russell 1000 ETF Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$229,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.02%
quarter
iShares Russell 1000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -12K | $197.33 | 1.16K | |
| Q2 2022 | share | 0.00% | 0 shares | -49K | $207.76 | 1.16K | |
| Q1 2022 | share | 0.00% | 0 shares | -17K | $250.07 | 1.16K | |
| Q4 2021 | share | 0.00% | 0 shares | 27K | $265.42 | 1.16K | |
| Q3 2021 | share | Decrease | -3.33% | -40 shares | -10K | $241.71 | 1.16K |
| Q2 2021 | share | 0.00% | 0 shares | 9K | $241.27 | 1.2K | |
| Q1 2021 | share | 0.00% | 0 shares | 27K | $222.57 | 1.2K | |
| Q4 2020 | share | Increase | 0.00% | 1.2K shares | 254K | $209.97 | 1.2K |