ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
599,000
portfolio value
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | 599.34K | ||
| Q2 2022 | share | Decrease | -29.33% | -248.72K shares | -249K | 599.34K | |
| Q1 2022 | share | Increase | +73.53% | 359.35K shares | 359K | 848.07K | |
| Q4 2021 | share | Decrease | -67.48% | -1.01M shares | -1.01M | 488.71K | |
| Q3 2021 | share | Decrease | -11.25% | -190.51K shares | -191K | 1.50M | |
| Q2 2021 | share | Decrease | -11.59% | -221.91K shares | -222K | 1.69M | |
| Q1 2021 | share | Increase | 0.00% | 1.91M shares | 1.91M | 1.91M |