ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
58,000
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 | Decrease | -35.56% | -8.32K shares | -34K | 15.08K | |
| Q2 2022 | share | Decrease | -14.04% | -3.82K shares | -17K | 23.40K | |
| Q1 2022 | share | Increase | +0.59% | 159 shares | -3K | 27.23K | |
| Q4 2021 | share | Decrease | -8.60% | -2.54K shares | -12K | 27.07K | |
| Q3 2021 | share | Increase | +0.55% | 161 shares | 1K | 29.61K | |
| Q2 2021 | share | Decrease | -6.68% | -2.10K shares | -9K | 29.45K | |
| Q1 2021 | share | Increase | 0.00% | 31.56K shares | 132K | 31.56K |