ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
300,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-2.91%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -20.65% | -12.97K shares | -89K | 49.85K | |
| Q2 2022 | share | Increase | +0.48% | 300 shares | -51K | 62.83K | |
| Q1 2022 | share | Increase | +1.05% | 649 shares | -26K | 62.53K | |
| Q4 2021 | share | Decrease | -15.70% | -11.52K shares | -91K | 61.88K | |
| Q3 2021 | share | Decrease | -3.78% | -2.88K shares | -25K | 73.41K | |
| Q2 2021 | share | Increase | +0.68% | 512 shares | 11K | 76.29K | |
| Q1 2021 | share | Increase | 0.00% | 75.78K shares | 571K | 75.78K |