ENCOMPASS WEALTH ADVISORS, LLC – Chubb Limited Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$563,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-7.48%
quarter
Chubb Limited 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +28.54% | 687 shares | 90K | $181.88 | 3.09K |
| Q2 2022 | share | 0.00% | 0 shares | -42K | $196.58 | 2.40K | |
| Q1 2022 | share | 0.00% | 0 shares | 50K | $213.9 | 2.40K | |
| Q4 2021 | share | 0.00% | 0 shares | 48K | $193.11 | 2.40K | |
| Q3 2021 | share | 0.00% | 0 shares | 35K | $173.48 | 2.40K | |
| Q2 2021 | share | 0.00% | 0 shares | -33K | $158.24 | 2.40K | |
| Q1 2021 | share | Decrease | -21.57% | -662 shares | -57K | $156.49 | 2.40K |
| Q4 2020 | share | Increase | 0.00% | 3.06K shares | 472K | $151.78 | 3.06K |