Encompass Wealth Advisors, LLC Schwab Value Advantage Money Ultra Transaction History

Encompass Wealth Advisors, LLC

3,514,759

Previous 3,556,412 1.17%

Previous $0 NaN%

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	N/A	-41,653 Reduced 1.17%	3,514,759 $0
Q2 2024 Aug 08, 2024	SELL	N/A	-493,610 Reduced 12.19%	3,556,412 $0
Q1 2024 May 10, 2024	SELL	N/A	-222,724 Reduced 5.21%	4,050,022 $0
Q4 2023 Feb 13, 2024	BUY	N/A	22,920 Added 0.54%	4,272,746 $0
Q3 2023 Nov 07, 2023	BUY	N/A	40,847 Added 0.97%	4,249,826 $0
Q2 2023 Aug 09, 2023	SELL	N/A	-161,253 Reduced 3.69%	4,208,979 $0
Q1 2023 May 04, 2023	SELL	N/A	-567,628 Reduced 11.5%	4,370,232 $0
Q4 2022 Feb 01, 2023	BUY	N/A	2,422,738 Added 96.33%	4,937,860 $0
Q3 2022 Oct 28, 2022	BUY	N/A	2,515,122 New	2,515,122 $2.52 Million

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