ENCOMPASS WEALTH ADVISORS, LLC – The Charles Schwab Corporation Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$287,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
+13.75%
quarter
The Charles Schwab Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 34K | $71.87 | 4K | |
| Q2 2022 | share | 0.00% | 0 shares | -84K | $63.18 | 4K | |
| Q1 2022 | share | 0.00% | 0 shares | 1K | $84.31 | 4K | |
| Q4 2021 | share | 0.00% | 0 shares | 45K | $84.48 | 4K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $72.68 | 4K | |
| Q2 2021 | share | 0.00% | 0 shares | 11K | $72.48 | 4K | |
| Q1 2021 | share | 0.00% | 0 shares | 68K | $64.71 | 4K | |
| Q4 2020 | share | Increase | 0.00% | 4K shares | 212K | $52.49 | 4K |