ENCOMPASS WEALTH ADVISORS, LLC – SPDR S&P MIDCAP 400 ETF Trust Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$466,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-2.86%
quarter
SPDR S&P MIDCAP 400 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -14K | $401.66 | 1.16K | |
| Q2 2022 | share | 0.00% | 0 shares | -89K | $413.49 | 1.16K | |
| Q1 2022 | share | 0.00% | 0 shares | -32K | $490.45 | 1.16K | |
| Q4 2021 | share | 0.00% | 0 shares | 44K | $517.09 | 1.16K | |
| Q3 2021 | share | Decrease | -51.05% | -1.21K shares | -606K | $480.88 | 1.16K |
| Q2 2021 | share | 0.00% | 0 shares | -16K | $489.69 | 2.37K | |
| Q1 2021 | share | 0.00% | 0 shares | 184K | $473.49 | 2.37K | |
| Q4 2020 | share | Increase | 0.00% | 2.37K shares | 995K | $416.91 | 2.37K |