ENCOMPASS WEALTH ADVISORS, LLC – iShares U.S. Real Estate ETF Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$295,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-11.48%
quarter
iShares U.S. Real Estate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -36.48% | -2.08K shares | -230K | $81.42 | 3.62K |
| Q2 2022 | share | Decrease | -46.15% | -4.89K shares | -622K | $91.98 | 5.71K |
| Q1 2022 | share | Increase | +35.78% | 2.79K shares | 240K | $108.22 | 10.60K |
| Q4 2021 | share | Increase | +9.14% | 654 shares | 175K | $115.95 | 7.80K |
| Q3 2021 | share | Increase | +7.29% | 486 shares | 53K | $102.39 | 7.15K |
| Q2 2021 | share | Increase | +4.92% | 313 shares | 56K | $101.66 | 6.66K |
| Q1 2021 | share | Increase | +154.44% | 3.85K shares | 409K | $91.23 | 6.35K |
| Q4 2020 | share | Increase | 0.00% | 2.49K shares | 214K | $84.58 | 2.49K |