ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
197,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-0.96%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.34% | 43 shares | -2K | 12.76K | |
| Q2 2022 | share | Increase | +0.24% | 31 shares | 1K | 12.71K | |
| Q1 2022 | share | Increase | +0.17% | 21 shares | -3K | 12.68K | |
| Q4 2021 | share | Increase | +0.15% | 19 shares | 0 | 12.66K | |
| Q3 2021 | share | Increase | +0.16% | 20 shares | 0 | 12.64K | |
| Q2 2021 | share | Increase | +0.12% | 15 shares | 0 | 12.62K | |
| Q1 2021 | share | Increase | 0.00% | 12.61K shares | 201K | 12.61K |