ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
1.20M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.12%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.08% | -1.28K shares | -79K | 40.49K | |
| Q2 2022 | share | Decrease | -0.47% | -196 shares | -269K | 41.77K | |
| Q1 2022 | share | Decrease | -0.88% | -374 shares | -219K | 41.97K | |
| Q4 2021 | share | Decrease | -1.48% | -634 shares | 3K | 42.34K | |
| Q3 2021 | share | Decrease | -3.21% | -1.42K shares | -46K | 42.98K | |
| Q2 2021 | share | Decrease | -4.35% | -2.02K shares | -33K | 44.40K | |
| Q1 2021 | share | Increase | 0.00% | 46.42K shares | 1.84M | 46.42K |