Encompass Wealth Advisors, LLC Polen Growth Investor Transaction History

Encompass Wealth Advisors, LLC

15,241

Previous 15,248 0.05%

Previous $0 NaN%

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	N/A	-7 Reduced 0.05%	15,241 $0
Q2 2024 Aug 08, 2024	SELL	N/A	-2 Reduced 0.01%	15,248 $0
Q1 2024 May 10, 2024	SELL	N/A	-156 Reduced 1.01%	15,250 $0
Q4 2023 Feb 13, 2024	SELL	N/A	-503 Reduced 3.16%	15,406 $0
Q3 2023 Nov 07, 2023	SELL	N/A	-3,166 Reduced 16.6%	15,909 $0
Q2 2023 Aug 09, 2023	SELL	N/A	-76 Reduced 0.4%	19,075 $0
Q1 2023 May 04, 2023	SELL	N/A	-382 Reduced 1.96%	19,151 $0
Q4 2022 Feb 01, 2023	BUY	N/A	1,505 Added 8.35%	19,533 $0
Q3 2022 Oct 28, 2022	SELL	N/A	-1,371 Reduced 7.07%	18,028 $592,000
Q2 2022 Aug 03, 2022	BUY	N/A	710 Added 3.8%	19,399 $674,000
Q1 2022 Apr 28, 2022	SELL	N/A	-46 Reduced 0.25%	18,689 $0
Q4 2021 Jan 20, 2022	BUY	N/A	1,134 Added 6.44%	18,735 $993,000
Q3 2021 Nov 16, 2021	SELL	N/A	-229 Reduced 1.28%	17,601 $925,000
Q2 2021 Aug 03, 2021	SELL	N/A	-1,730 Reduced 8.84%	17,830 $915,000
Q1 2021 May 25, 2021	BUY	N/A	19,560 New	19,560 $939,000

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