ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
430,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.30%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.10% | 458 shares | -10K | 41.92K | |
| Q2 2022 | share | Increase | +0.92% | 377 shares | -25K | 41.46K | |
| Q1 2022 | share | Increase | +0.82% | 334 shares | -22K | 41.09K | |
| Q4 2021 | share | Increase | +0.38% | 154 shares | -1K | 40.75K | |
| Q3 2021 | share | Increase | +0.71% | 288 shares | 1K | 40.60K | |
| Q2 2021 | share | Increase | +0.52% | 207 shares | 4K | 40.31K | |
| Q1 2021 | share | Increase | 0.00% | 40.10K shares | 483K | 40.10K |