ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
1.04M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.32%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.12% | 1.16K shares | -46K | 104.71K | |
| Q2 2022 | share | 0.00% | 0 shares | -59K | 103.55K | ||
| Q1 2022 | share | Increase | +0.64% | 662 shares | -75K | 103.55K | |
| Q4 2021 | share | Increase | +1.43% | 1.44K shares | -7K | 102.88K | |
| Q3 2021 | share | Increase | +0.46% | 466 shares | 0 | 101.44K | |
| Q2 2021 | share | Increase | +0.32% | 321 shares | 14K | 100.97K | |
| Q1 2021 | share | Increase | 0.00% | 100.65K shares | 1.21M | 100.65K |