EWA
Encompass Wealth Advisors’s Travel + Leisure Co TNL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,845
| Closed | -$227K | – | 242 |
|
|
2022
Q2 | $227K | Hold |
5,845
| – | – | 0.08% | 180 |
|
|
2022
Q1 | $339K | Hold |
5,845
| – | – | 0.09% | 162 |
|
|
2021
Q4 | $323K | Hold |
5,845
| – | – | 0.08% | 178 |
|
|
2021
Q3 | $318K | Hold |
5,845
| – | – | 0.08% | 172 |
|
|
2021
Q2 | $347K | Buy |
5,845
+845
| +17% | +$50.2K | 0.09% | 169 |
|
|
2021
Q1 | $317K | Hold |
5,000
| – | – | 0.08% | 175 |
|
|
2020
Q4 | $224K | Buy |
+5,000
| New | +$224K | 0.13% | 101 |
|