Encompass Wealth Advisors, LLC Calamos Market Neutral Income I Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Number of Shares
27,374
Previous 27,374 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
SELL
N/A
-3,234 Reduced 10.57%
27,374 $0
Q2 2023

Aug 09, 2023
SELL
N/A
-18,636 Reduced 37.84%
30,608 $0
Q3 2022

Oct 28, 2022
BUY
N/A
5,843 Added 13.46%
49,244 $662,000
Q2 2022

Aug 03, 2022
SELL
N/A
-698 Reduced 1.58%
43,401 $585,000
Q1 2022

Apr 28, 2022
BUY
N/A
1 Added 0.0%
44,099 $0
Q4 2021

Jan 20, 2022
BUY
N/A
3,917 Added 9.75%
44,098 $640,000
Q3 2021

Nov 16, 2021
SELL
N/A
-3,019 Reduced 6.99%
40,181 $574,000
Q1 2021

May 25, 2021
BUY
N/A
43,200 New
43,200 $613,000
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