ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
360,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-1.96%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.41% | 141 shares | -5K | 34.23K | |
| Q2 2022 | share | Decrease | -51.22% | -35.79K shares | -390K | 34.09K | |
| Q1 2022 | share | Increase | +0.29% | 203 shares | -23K | 69.88K | |
| Q4 2021 | share | Decrease | -11.11% | -8.71K shares | -99K | 69.68K | |
| Q3 2021 | share | Increase | +0.25% | 194 shares | -1K | 78.39K | |
| Q2 2021 | share | Decrease | -10.39% | -9.06K shares | -102K | 78.20K | |
| Q1 2021 | share | Increase | 0.00% | 87.27K shares | 980K | 87.27K |