ENCOMPASS WEALTH ADVISORS, LLC – Moody's Corporation Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$547,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-10.61%
quarter
Moody's Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -65K | $243.11 | 2.25K | |
| Q2 2022 | share | 0.00% | 0 shares | -147K | $271.97 | 2.25K | |
| Q1 2022 | share | 0.00% | 0 shares | -120K | $337.41 | 2.25K | |
| Q4 2021 | share | 0.00% | 0 shares | 81K | $391.06 | 2.25K | |
| Q3 2021 | share | Decrease | -16.67% | -450 shares | -180K | $354.54 | 2.25K |
| Q2 2021 | share | 0.00% | 0 shares | 87K | $361.19 | 2.7K | |
| Q1 2021 | share | 0.00% | 0 shares | 107K | $297.07 | 2.7K | |
| Q4 2020 | share | Increase | 0.00% | 2.7K shares | 784K | $288.1 | 2.7K |