ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
344,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.62% | 164 shares | -10K | 26.55K | |
| Q2 2022 | share | Decrease | -50.81% | -27.26K shares | -388K | 26.39K | |
| Q1 2022 | share | Increase | +0.53% | 283 shares | -43K | 53.65K | |
| Q4 2021 | share | Decrease | -10.78% | -6.44K shares | -94K | 53.37K | |
| Q3 2021 | share | Increase | +0.44% | 265 shares | -4K | 59.81K | |
| Q2 2021 | share | Increase | +83.29% | 27.06K shares | 402K | 59.55K | |
| Q1 2021 | share | Increase | 0.00% | 32.49K shares | 481K | 32.49K |