ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
147,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-0.13%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.58% | 109 shares | 1K | 18.82K | |
| Q2 2022 | share | Increase | +0.03% | 5 shares | -10K | 18.71K | |
| Q1 2022 | share | Increase | +0.38% | 70 shares | -1K | 18.71K | |
| Q4 2021 | share | Increase | +0.40% | 75 shares | 1K | 18.64K | |
| Q3 2021 | share | Decrease | -15.77% | -3.47K shares | -30K | 18.56K | |
| Q2 2021 | share | Increase | +0.35% | 76 shares | 2K | 22.04K | |
| Q1 2021 | share | Increase | 0.00% | 21.96K shares | 184K | 21.96K |