Number of Shares
10,840
Previous 10,601 2.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
N/A
239 Added 2.25%
10,840 $0
Q2 2024

Aug 08, 2024

BUY
N/A
240 Added 2.32%
10,601 $0
Q1 2024

May 10, 2024

BUY
N/A
215 Added 2.12%
10,361 $0
Q4 2023

Feb 13, 2024

SELL
N/A
-1,430 Reduced 12.35%
10,146 $0
Q3 2023

Nov 07, 2023

BUY
N/A
254 Added 2.24%
11,576 $0
Q2 2023

Aug 09, 2023

BUY
N/A
223 Added 2.01%
11,322 $0
Q1 2023

May 04, 2023

BUY
N/A
217 Added 1.99%
11,099 $0
Q4 2022

Feb 01, 2023

BUY
N/A
459 Added 4.4%
10,882 $0
Q3 2022

Oct 28, 2022

BUY
N/A
151 Added 1.47%
10,423 $70,000
Q2 2022

Aug 03, 2022

BUY
N/A
123 Added 1.21%
10,272 $68,000
Q1 2022

Apr 28, 2022

BUY
N/A
91 Added 0.9%
10,149 $0
Q4 2021

Jan 20, 2022

SELL
N/A
-1,919 Reduced 16.02%
10,058 $71,000
Q3 2021

Nov 16, 2021

BUY
N/A
144 Added 1.22%
11,977 $85,000
Q2 2021

Aug 03, 2021

BUY
N/A
71 Added 0.6%
11,833 $82,000
Q1 2021

May 25, 2021

BUY
N/A
11,762 New
11,762 $81,000
Track This Portfolio

Track Encompass Wealth Advisors, LLC Portfolio

Follow Encompass Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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