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Name: |
ENCOMPASS WEALTH ADVISORS LLC |
City: |
PORTLAND |
State: |
OR |
Zip: |
97224 |
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Holdings
Found :
7 |
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Closed Positions |
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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 |
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FNMI.X |
Fidelity Investment Trust |
142 |
Closed |
$0.00 |
$0 |
0 |
0% |
-136,000 |
-12,104 |
0.028 |
N/A |
|
EXG |
Eaton Vance Tax-Managed Glo... |
148 |
Closed |
$8.34 |
$0 |
0 |
0% |
-96,000 |
-13,026 |
0 |
Closed - End Fund - E... |
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CTTAY |
Continental AG (Germany, Fe... |
147 |
Closed |
$6.68 |
$0 |
0 |
0% |
-75,000 |
-10,650 |
0 |
Auto Parts |
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SBSW |
Sibanye Stillwater Limited |
146 |
Closed |
$5.69 |
$0 |
0 |
0% |
-207,000 |
-33,500 |
0 |
Gold |
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ILMN |
Illumina Inc |
145 |
Closed |
$111.07 |
$0 |
0 |
0% |
-294,000 |
-2,143 |
0 |
Scientific & Technica... |
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TWEI.X |
American Century Capital Po... |
144 |
Closed |
$0.00 |
$0 |
0 |
0% |
-385,000 |
-45,360 |
0 |
N/A |
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EVT |
Eaton Vance Tax Advantaged ... |
143 |
Closed |
$23.34 |
$0 |
0 |
0% |
-483,000 |
-22,787 |
0 |
Closed - End Fund - Debt |
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