Encompass Wealth Advisors’s Privia Health PRVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-18,621	Closed	-$498K	–	244
2022 Q1	$498K	Buy	18,621 +5,121	+38%	+$137K	0.13%	131
2021 Q4	$349K	Buy	13,500 +4,805	+55%	+$124K	0.08%	170
2021 Q3	$204K	Buy	+8,695	New	+$204K	0.05%	214