ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
276,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-2.30%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -7K | 72.12K | ||
| Q2 2022 | share | Increase | +0.22% | 155 shares | -6K | 72.12K | |
| Q1 2022 | share | Increase | +0.59% | 420 shares | -9K | 71.96K | |
| Q4 2021 | share | Decrease | -10.86% | -8.71K shares | -38K | 71.54K | |
| Q3 2021 | share | Decrease | -13.52% | -12.54K shares | -54K | 80.26K | |
| Q2 2021 | share | 0.00% | 0 shares | 0 | 92.81K | ||
| Q1 2021 | share | Increase | 0.00% | 92.81K shares | 390K | 92.81K |