Encompass Wealth Advisors, LLC American Funds Fundamental Invs F2 Transaction History

Encompass Wealth Advisors, LLC

3,436

Previous 3,436 -0.0%

Previous $0 NaN%

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	N/A	7 Added 0.2%	3,436 $0
Q1 2024 May 10, 2024	BUY	N/A	1 Added 0.03%	3,429 $0
Q4 2023 Feb 13, 2024	BUY	N/A	34 Added 1.0%	3,428 $0
Q3 2023 Nov 07, 2023	BUY	N/A	1 Added 0.03%	3,394 $0
Q2 2023 Aug 09, 2023	SELL	N/A	-618 Reduced 15.41%	3,393 $0
Q1 2023 May 04, 2023	BUY	N/A	4 Added 0.1%	4,011 $0
Q4 2022 Feb 01, 2023	BUY	N/A	15 Added 0.38%	4,007 $0
Q3 2022 Oct 28, 2022	BUY	N/A	2 Added 0.05%	3,992 $221,000
Q2 2022 Aug 03, 2022	SELL	N/A	-133 Reduced 3.23%	3,990 $234,000
Q1 2022 Apr 28, 2022	SELL	N/A	-101 Reduced 2.39%	4,123 $0
Q4 2021 Jan 20, 2022	BUY	N/A	61 Added 1.47%	4,224 $321,000
Q3 2021 Nov 16, 2021	BUY	N/A	485 Added 13.19%	4,163 $313,000
Q2 2021 Aug 03, 2021	BUY	N/A	100 Added 2.79%	3,678 $280,000
Q1 2021 May 25, 2021	BUY	N/A	3,578 New	3,578 $272,000

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