ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
3.38M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.67%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.26% | -16.31K shares | -325K | 293.59K | |
| Q2 2022 | share | Decrease | -14.50% | -52.57K shares | -1.02M | 309.91K | |
| Q1 2022 | share | Increase | +0.87% | 3.14K shares | -236K | 362.48K | |
| Q4 2021 | share | Decrease | -0.14% | -506 shares | 58K | 359.34K | |
| Q3 2021 | share | Decrease | -0.94% | -3.42K shares | -90K | 359.84K | |
| Q2 2021 | share | Decrease | -5.53% | -21.27K shares | -274K | 363.27K | |
| Q1 2021 | share | Increase | 0.00% | 384.54K shares | 5.28M | 384.54K |