Encompass Wealth Advisors, LLC Columbia Oregon Itmt Muncpl Bd Inst2 Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Number of Shares
116,850
Previous 117,920 0.91%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2024
SELL
N/A
-1,070 Reduced 0.91%
116,850 $0
Q2 2024

Aug 08, 2024
SELL
N/A
-134 Reduced 0.11%
117,920 $0
Q1 2024

May 10, 2024
SELL
N/A
-6,903 Reduced 5.52%
118,054 $0
Q4 2022

Feb 01, 2023
SELL
N/A
-1,803 Reduced 1.42%
124,957 $0
Q4 2021

Jan 20, 2022
BUY
N/A
1,804 Added 1.44%
126,760 $1.59 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-1,797 Reduced 1.42%
124,956 $1.57 Million
Q1 2021

May 25, 2021
BUY
N/A
126,753 New
126,753 $1.6 Million
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