ENCOMPASS WEALTH ADVISORS, LLC – iShares Core S&P U.S. Value ETF Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$220,000
portfolio value
iShares Core S&P U.S. Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 3.50K shares | 220K | $62.61 | 3.50K |
| Q1 2021 | share | Decrease | -100.00% | -3.90K shares | -243K | $68.24 | 0 |
| Q4 2020 | share | Increase | 0.00% | 3.90K shares | 243K | $61.28 | 3.90K |