ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
833,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-2.97%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.33% | -5.22K shares | -84K | 77.29K | |
| Q2 2022 | share | Decrease | -40.97% | -57.28K shares | -685K | 82.51K | |
| Q1 2022 | share | Decrease | -37.49% | -83.84K shares | -1.12M | 139.79K | |
| Q4 2021 | share | Decrease | -21.08% | -59.75K shares | -729K | 223.64K | |
| Q3 2021 | share | Increase | +4.20% | 11.43K shares | 115K | 283.39K | |
| Q2 2021 | share | Decrease | -22.84% | -80.52K shares | -990K | 271.96K | |
| Q1 2021 | share | Increase | 0.00% | 352.48K shares | 4.33M | 352.48K |