ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
12.18M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-0.31%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.41% | -71.12K shares | -736K | 1.24M | |
| Q2 2022 | share | Decrease | -4.68% | -64.64K shares | -745K | 1.31M | |
| Q1 2022 | share | Decrease | -0.25% | -3.50K shares | -159K | 1.38M | |
| Q4 2021 | share | Decrease | -2.44% | -34.65K shares | -388K | 1.38M | |
| Q3 2021 | share | Decrease | -3.68% | -54.13K shares | -557K | 1.41M | |
| Q2 2021 | share | Decrease | -4.62% | -71.25K shares | -715K | 1.47M | |
| Q1 2021 | share | Increase | 0.00% | 1.54M shares | 15.48M | 1.54M |