ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
207,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.72%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.85% | 196 shares | -8K | 23.27K | |
| Q2 2022 | share | Increase | +0.70% | 160 shares | -13K | 23.07K | |
| Q1 2022 | share | Increase | +0.56% | 127 shares | -13K | 22.91K | |
| Q4 2021 | share | Increase | +3.20% | 707 shares | 0 | 22.79K | |
| Q3 2021 | share | Increase | 0.00% | 22.08K shares | 241K | 22.08K |