ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
723,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.23%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.45% | 303 shares | -28K | 67.94K | |
| Q2 2022 | share | Decrease | -32.01% | -31.84K shares | -418K | 67.64K | |
| Q1 2022 | share | Decrease | -47.66% | -90.58K shares | -1.24M | 99.48K | |
| Q4 2021 | share | Decrease | -13.83% | -30.5K shares | -391K | 190.06K | |
| Q3 2021 | share | Increase | +3.85% | 8.18K shares | 79K | 220.56K | |
| Q2 2021 | share | Decrease | -33.52% | -107.09K shares | -1.36M | 212.38K | |
| Q1 2021 | share | Increase | 0.00% | 319.47K shares | 4.08M | 319.47K |