Encompass Wealth Advisors, LLC Hartford Capital Appreciation Y Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Number of Shares
9,368
Previous 9,368 -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
1 Added 0.01%
9,368 $0
Q2 2023

Aug 09, 2023
SELL
N/A
-650 Reduced 6.49%
9,367 $0
Q4 2022

Feb 01, 2023
BUY
N/A
8 Added 0.08%
10,017 $0
Q4 2021

Jan 20, 2022
SELL
N/A
-82 Reduced 0.81%
10,009 $532,000
Q1 2021

May 25, 2021
BUY
N/A
10,091 New
10,091 $571,000
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