ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
67,000
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 | -67.71% | -36.78K shares | -146K | 17.54K | |
| Q2 2022 | share | Decrease | -62.79% | -91.67K shares | -374K | 54.33K | |
| Q1 2022 | share | Increase | +18.27% | 22.55K shares | 75K | 146.00K | |
| Q4 2021 | share | Decrease | -3.43% | -4.38K shares | -22K | 123.44K | |
| Q3 2021 | share | Increase | +12.18% | 13.87K shares | 56K | 127.83K | |
| Q2 2021 | share | Decrease | -0.93% | -1.06K shares | -6K | 113.96K | |
| Q1 2021 | share | Increase | 0.00% | 115.02K shares | 484K | 115.02K |