ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
225,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.20%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.78% | 170 shares | -5K | 21.87K | |
| Q2 2022 | share | Decrease | -44.17% | -17.17K shares | -210K | 21.70K | |
| Q1 2022 | share | Increase | +0.78% | 299 shares | -21K | 38.87K | |
| Q4 2021 | share | Increase | +0.35% | 133 shares | -1K | 38.57K | |
| Q3 2021 | share | Increase | +0.79% | 301 shares | 1K | 38.44K | |
| Q2 2021 | share | Decrease | -23.31% | -11.59K shares | -138K | 38.14K | |
| Q1 2021 | share | Increase | 0.00% | 49.73K shares | 599K | 49.73K |