Encompass Wealth Advisors, LLC Principal MidCap Institutional Transaction History

Encompass Wealth Advisors, LLC

35,664

Previous 35,748 0.23%

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	-84 Reduced 0.23%	35,664 $0
Q2 2024 Aug 08, 2024	SELL	N/A	-1,733 Reduced 4.62%	35,748 $0
Q1 2024 May 10, 2024	SELL	N/A	-1,266 Reduced 3.27%	37,481 $0
Q4 2023 Feb 13, 2024	BUY	N/A	3,532 Added 10.03%	38,747 $0
Q3 2023 Nov 07, 2023	SELL	N/A	-2,406 Reduced 6.4%	35,215 $0
Q2 2023 Aug 09, 2023	SELL	N/A	-2,526 Reduced 6.29%	37,621 $0
Q1 2023 May 04, 2023	SELL	N/A	-461 Reduced 1.14%	40,147 $0
Q4 2022 Feb 01, 2023	BUY	N/A	117 Added 0.29%	40,608 $0
Q3 2022 Oct 28, 2022	SELL	N/A	-1,288 Reduced 3.08%	40,491 $1.21 Million
Q2 2022 Aug 03, 2022	SELL	N/A	-196 Reduced 0.47%	41,779 $1.28 Million
Q1 2022 Apr 28, 2022	SELL	N/A	-374 Reduced 0.88%	41,975 $0
Q4 2021 Jan 20, 2022	SELL	N/A	-634 Reduced 1.48%	42,349 $1.77 Million
Q3 2021 Nov 16, 2021	SELL	N/A	-1,425 Reduced 3.21%	42,983 $1.77 Million
Q2 2021 Aug 03, 2021	SELL	N/A	-2,020 Reduced 4.35%	44,408 $1.82 Million
Q1 2021 May 25, 2021	BUY	N/A	46,428 New	46,428 $1.85 Million

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