Encompass Wealth Advisors, LLC Invesco Main Street Mid Cap Y Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Number of Shares
12,993
Previous 12,993 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023
SELL
N/A
-1,226 Reduced 8.62%
12,993 $0
Q4 2022

Feb 01, 2023
SELL
N/A
-504 Reduced 3.42%
14,219 $0
Q2 2022

Aug 03, 2022
SELL
N/A
-753 Reduced 4.87%
14,723 $377,000
Q4 2021

Jan 20, 2022
BUY
N/A
133 Added 0.87%
15,476 $493,000
Q3 2021

Nov 16, 2021
SELL
N/A
-556 Reduced 3.5%
15,343 $534,000
Q1 2021

May 25, 2021
BUY
N/A
15,899 New
15,899 $554,000
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