AVANTAX PLANNING PARTNERS, INC. – Principal Financial Group, Inc. Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$2.49M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
+8.03%
quarter
Principal Financial Group, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.26% | -1.92K shares | 58K | $72.15 | 34.60K |
| Q2 2022 | share | Decrease | -0.08% | -31 shares | -244K | $66.79 | 36.52K |
| Q1 2022 | share | Decrease | -2.05% | -766 shares | -16K | $73.41 | 36.55K |
| Q4 2021 | share | Decrease | -0.69% | -259 shares | 279K | $72.11 | 37.32K |
| Q3 2021 | share | Increase | +5.33% | 1.90K shares | 166K | $63.8 | 37.57K |
| Q2 2021 | share | Decrease | -3.35% | -1.23K shares | 41K | $62.02 | 35.67K |
| Q1 2021 | share | Increase | 0.00% | 36.91K shares | 2.21M | $58.31 | 36.91K |
| Q4 2018 | share | Decrease | -100.00% | -2.59K shares | -152K | $38.76 | 0 |
| Q3 2018 | share | Increase | 0.00% | 2.59K shares | 152K | $50.86 | 2.59K |
| Q2 2018 | share | Decrease | -100.00% | -2.28K shares | -139K | $45.53 | 0 |
| Q1 2018 | share | Increase | 0.00% | 2.28K shares | 139K | $51.9 | 2.28K |
| Q4 2017 | share | Decrease | -100.00% | -3.51K shares | -226K | $59.62 | 0 |
| Q3 2017 | share | Increase | 0.00% | 3.51K shares | 226K | $53.99 | 3.51K |