ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
322,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-6.44%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.61% | -404 shares | -43K | 6.79K | |
| Q2 2022 | share | Increase | 0.00% | 7.19K shares | 365K | 7.19K | |
| Q1 2022 | share | Decrease | -100.00% | -3.33K shares | -202K | 0 | |
| Q4 2021 | share | Increase | 0.00% | 3.33K shares | 202K | 3.33K |