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| Name: |
ENCOMPASS WEALTH ADVISORS LLC |
| City: |
PORTLAND |
| State: |
OR |
| Zip: |
97224 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
6 |
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Currently
Viewing:
Closed Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FIVN |
Five9, Inc. |
169 |
Closed |
$42.99 |
$0 |
0 |
0% |
-240,000 |
-3,049 |
0 |
N/A |
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VMLT.X |
Vanguard Municipal Bond Funds |
168 |
Closed |
$0.00 |
$0 |
0 |
0% |
-379,000 |
-34,873 |
0 |
Closed - End Fund - Debt |
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KMX |
CarMax Inc |
167 |
Closed |
$69.17 |
$0 |
0 |
0% |
-384,000 |
-5,000 |
0.028 |
Auto Dealerships |
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KRE |
streetTRACKS Series Trust -... |
172 |
Closed |
$47.21 |
$0 |
0 |
0% |
-550,000 |
-10,482 |
0 |
Closed - End Fund - E... |
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VWLT.X |
Vanguard Municipal Bond Funds |
171 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,309,000 |
-118,959 |
0 |
Closed - End Fund - Debt |
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VWIT.X |
Vanguard Municipal Bond Funds |
170 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,440,000 |
-104,722 |
0 |
Closed - End Fund - Debt |
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