ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
1.85M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.31%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.08% | -119 shares | -145K | 5.59K | |
| Q2 2022 | share | Increase | +0.04% | 2 shares | -392K | 5.71K | |
| Q1 2022 | share | Increase | +0.53% | 30 shares | -111K | 5.70K | |
| Q4 2021 | share | Increase | +0.14% | 8 shares | 244K | 5.67K | |
| Q3 2021 | share | Increase | +0.32% | 18 shares | 12K | 5.67K | |
| Q2 2021 | share | Increase | +0.32% | 18 shares | 74K | 5.65K | |
| Q1 2021 | share | Increase | 0.00% | 5.63K shares | 2.16M | 5.63K |