ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
335,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.69%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.73% | 238 shares | -13K | 32.89K | |
| Q2 2022 | share | Decrease | -50.39% | -33.17K shares | -393K | 32.65K | |
| Q1 2022 | share | Increase | +0.65% | 426 shares | -52K | 65.82K | |
| Q4 2021 | share | Decrease | -10.27% | -7.48K shares | -91K | 65.40K | |
| Q3 2021 | share | Increase | +0.55% | 402 shares | -5K | 72.88K | |
| Q2 2021 | share | Increase | +82.35% | 32.73K shares | 404K | 72.48K | |
| Q1 2021 | share | Increase | 0.00% | 39.74K shares | 485K | 39.74K |