Encompass Wealth Advisors, LLC Fidelity Advisor New Insights I Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Number of Shares
12,492
Previous 12,492 -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
Q4 2023

Feb 13, 2024
BUY
N/A
611 Added 5.14%
12,492 $0
Q2 2023

Aug 09, 2023
SELL
N/A
-835 Reduced 6.57%
11,881 $0
Q1 2023

May 04, 2023
SELL
N/A
-529 Reduced 3.99%
12,716 $0
Q4 2022

Feb 01, 2023
BUY
N/A
1,467 Added 12.46%
13,245 $0
Q1 2022

Apr 28, 2022
BUY
N/A
168 Added 1.45%
11,778 $0
Q4 2021

Jan 20, 2022
SELL
N/A
-4,441 Reduced 27.67%
11,610 $484,000
Q3 2021

Nov 16, 2021
SELL
N/A
-1,705 Reduced 9.6%
16,051 $682,000
Q1 2021

May 25, 2021
BUY
N/A
17,756 New
17,756 $714,000
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