ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
205,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.53%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.47% | 57 shares | -7K | 3.92K | |
| Q2 2022 | share | Decrease | -1.83% | -72 shares | -56K | 3.87K | |
| Q1 2022 | share | Increase | +5.77% | 215 shares | -32K | 3.94K | |
| Q4 2021 | share | Increase | 0.00% | 3.72K shares | 300K | 3.72K |