ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
1.66M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-2.97%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.71% | 143 shares | -38K | 20.32K | |
| Q2 2022 | share | Increase | 0.00% | 1 shares | -353K | 20.18K | |
| Q1 2022 | share | Increase | +0.54% | 108 shares | -119K | 20.18K | |
| Q4 2021 | share | Increase | +0.21% | 43 shares | 75K | 20.07K | |
| Q3 2021 | share | Decrease | -32.19% | -9.50K shares | -1.08M | 20.03K | |
| Q2 2021 | share | Increase | +0.17% | 49 shares | 61K | 29.54K | |
| Q1 2021 | share | Increase | 0.00% | 29.49K shares | 3.12M | 29.49K |