Encompass Wealth Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Encompass Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 28, 2022	SELL	$45.93 - $47.9 $4,593 - $4,790	-100 Reduced 2.12%	4,615 $213,000
Q2 2022 Aug 03, 2022	BUY	$46.78 - $48.31 $220,567 - $227,781	4,715 New	4,715 $223,000
Q4 2021 Jan 20, 2022	SELL	$50.4 - $51.06 $204,372 - $207,048	-4,055 Closed	0 $0
Q2 2021 Aug 03, 2021	SELL	$51.18 - $51.42 $3,070 - $3,085	-60 Reduced 1.46%	4,055 $207,000
Q1 2021 May 25, 2021	BUY	$51.2 - $51.67 $210,688 - $212,622	4,115 New	4,115 $211,000
Q4 2020 Mar 09, 2021	SELL	$51.33 - $51.65 $211,222 - $212,539	-4,115 Closed	0 $0
Q4 2020 Mar 09, 2021	BUY	$51.33 - $51.65 $211,222 - $212,539	4,115 New	4,115 $212,000

388

57.7M

Get notified when there are updates to the investment portfolio of Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.