ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
188,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.27%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.97% | -1.27K shares | -23K | 20.09K | |
| Q2 2022 | share | Decrease | -24.16% | -6.80K shares | -211K | 21.36K | |
| Q1 2022 | share | 0.00% | 0 shares | -117K | 28.17K | ||
| Q4 2021 | share | Decrease | -0.75% | -213 shares | -109K | 28.17K | |
| Q3 2021 | share | Decrease | -14.42% | -4.78K shares | -80K | 28.38K | |
| Q2 2021 | share | 0.00% | 0 shares | 50K | 33.16K | ||
| Q1 2021 | share | Increase | 0.00% | 33.16K shares | 678K | 33.16K |