Encompass Wealth Advisors, LLC American Funds Income Fund of Amer F2 Transaction History

Encompass Wealth Advisors, LLC

  • $245 Million
  • Q4 2024

Shares

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

Nov 05, 2024
SELL
N/A
-849 Reduced 3.55%
23,087 $0
Q2 2024

Aug 08, 2024
BUY
N/A
777 Added 3.36%
23,936 $0
Q1 2024

May 10, 2024
SELL
N/A
-2,829 Reduced 10.89%
23,159 $0
Q4 2023

Feb 13, 2024
BUY
N/A
42 Added 0.16%
25,988 $0
Q3 2023

Nov 07, 2023
BUY
N/A
24 Added 0.09%
25,946 $0
Q2 2023

Aug 09, 2023
SELL
N/A
-784 Reduced 2.94%
25,922 $0
Q1 2023

May 04, 2023
BUY
N/A
2,523 Added 10.43%
26,706 $0
Q4 2022

Feb 01, 2023
SELL
N/A
-1,289 Reduced 5.06%
24,183 $0
Q3 2022

Oct 28, 2022
SELL
N/A
-2,990 Reduced 10.51%
25,472 $547,000
Q2 2022

Aug 03, 2022
SELL
N/A
-1,795 Reduced 5.93%
28,462 $657,000
Q1 2022

Apr 28, 2022
SELL
N/A
-7,696 Reduced 20.28%
30,257 $0
Q4 2021

Jan 20, 2022
SELL
N/A
-50 Reduced 0.13%
37,953 $980,000
Q3 2021

Nov 16, 2021
BUY
N/A
269 Added 0.71%
38,003 $961,000
Q2 2021

Aug 03, 2021
SELL
N/A
-274 Reduced 0.72%
37,734 $972,000
Q1 2021

May 25, 2021
BUY
N/A
38,008 New
38,008 $971,000
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