ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
868,000
portfolio value
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.04% | 8.96K shares | 9K | 868.33K | |
| Q2 2022 | share | Increase | +0.01% | 51 shares | 0 | 859.36K | |
| Q1 2022 | share | Increase | +0.01% | 51 shares | 0 | 859.31K | |
| Q4 2021 | share | Increase | +0.02% | 139 shares | 0 | 859.26K | |
| Q3 2021 | share | Increase | +0.01% | 65 shares | 0 | 859.12K | |
| Q2 2021 | share | Increase | +0.01% | 43 shares | 0 | 859.06K | |
| Q1 2021 | share | Increase | 0.00% | 859.01K shares | 859K | 859.01K |