ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
440,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-11.96%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.24% | -302 shares | -98K | 3.87K | |
| Q2 2022 | share | Decrease | -2.45% | -105 shares | -119K | 4.17K | |
| Q1 2022 | share | Increase | +9.95% | 387 shares | 18K | 4.27K | |
| Q4 2021 | share | Increase | +0.93% | 36 shares | 83K | 3.89K | |
| Q3 2021 | share | Decrease | -8.19% | -344 shares | -49K | 3.85K | |
| Q2 2021 | share | Decrease | -0.76% | -32 shares | 17K | 4.19K | |
| Q1 2021 | share | Increase | 0.00% | 4.23K shares | 588K | 4.23K |