ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
363,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.04%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.74% | 1.38K shares | -5K | 81.15K | |
| Q2 2022 | share | Increase | +1.58% | 1.24K shares | -37K | 79.76K | |
| Q1 2022 | share | Increase | +1.42% | 1.10K shares | -20K | 78.52K | |
| Q4 2021 | share | Increase | +2.51% | 1.89K shares | 3K | 77.41K | |
| Q3 2021 | share | Increase | +1.34% | 999 shares | 6K | 75.52K | |
| Q2 2021 | share | Increase | +0.91% | 669 shares | 6K | 74.52K | |
| Q1 2021 | share | Increase | 0.00% | 73.85K shares | 410K | 73.85K |