Encompass Wealth Advisors, LLC American Funds Washington Mutual F2 Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Number of Shares
6,948
Previous 6,932 0.23%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2024
BUY
N/A
16 Added 0.23%
6,948 $0
Q2 2024

Aug 08, 2024
BUY
N/A
241 Added 3.6%
6,932 $0
Q1 2024

May 10, 2024
SELL
N/A
-161 Reduced 2.35%
6,691 $0
Q4 2023

Feb 13, 2024
SELL
N/A
-225 Reduced 3.18%
6,852 $0
Q3 2023

Nov 07, 2023
BUY
N/A
21 Added 0.3%
7,077 $0
Q2 2023

Aug 09, 2023
BUY
N/A
138 Added 1.99%
7,056 $0
Q1 2023

May 04, 2023
BUY
N/A
21 Added 0.3%
6,918 $0
Q4 2022

Feb 01, 2023
BUY
N/A
103 Added 1.52%
6,897 $0
Q3 2022

Oct 28, 2022
SELL
N/A
-404 Reduced 5.61%
6,794 $322,000
Q2 2022

Aug 03, 2022
BUY
N/A
7,198 New
7,198 $365,000
Q1 2022

Apr 28, 2022
SELL
N/A
-3,339 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
N/A
3,339 New
3,339 $202,000
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