Encompass Wealth Advisors, LLC Columbia Large Cap Growth Inst2 Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Number of Shares
7,414
Previous 7,414 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
BUY
N/A
295 Added 4.14%
7,414 $0
Q4 2022

Feb 01, 2023
SELL
N/A
-1,187 Reduced 14.29%
7,119 $0
Q4 2021

Jan 20, 2022
BUY
N/A
1,747 Added 26.64%
8,306 $541,000
Q3 2021

Nov 16, 2021
SELL
N/A
-1,093 Reduced 14.28%
6,559 $423,000
Q1 2021

May 25, 2021
BUY
N/A
7,652 New
7,652 $456,000
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