ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
1.42M
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 | Decrease | -6.12% | -8.85K shares | -123K | 135.85K | |
| Q2 2022 | share | Decrease | -27.69% | -55.41K shares | -610K | 144.70K | |
| Q1 2022 | share | Decrease | -10.36% | -23.13K shares | -333K | 200.12K | |
| Q4 2021 | share | Decrease | -12.86% | -32.95K shares | -373K | 223.26K | |
| Q3 2021 | share | Decrease | -9.44% | -26.71K shares | -310K | 256.21K | |
| Q2 2021 | share | Decrease | -8.13% | -25.02K shares | -284K | 282.92K | |
| Q1 2021 | share | Increase | 0.00% | 307.94K shares | 3.46M | 307.94K |