OPTIMUM INVESTMENT ADVISORS – Principal Financial Group, Inc. Transaction History
OPTIMUM INVESTMENT ADVISORS portfolio value:
$141,000
portfolio value
OPTIMUM INVESTMENT ADVISORS 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 | 0.00% | 0 shares | 11K | $72.15 | 1.95K | |
| Q2 2022 | share | Decrease | -17.02% | -400 shares | -43K | $66.79 | 1.95K |
| Q1 2022 | share | Decrease | -7.84% | -200 shares | -11K | $73.41 | 2.35K |
| Q4 2021 | share | 0.00% | 0 shares | 20K | $72.11 | 2.55K | |
| Q3 2021 | share | 0.00% | 0 shares | 3K | $63.8 | 2.55K | |
| Q2 2021 | share | 0.00% | 0 shares | 8K | $62.02 | 2.55K | |
| Q1 2021 | share | Increase | +24.39% | 500 shares | 51K | $58.31 | 2.55K |
| Q4 2020 | share | Decrease | -9.65% | -219 shares | 11K | $47.77 | 2.05K |
| Q3 2020 | share | 0.00% | 0 shares | -3K | $38.34 | 2.26K | |
| Q2 2020 | share | Increase | +31.77% | 547 shares | 40K | $39.03 | 2.26K |
| Q1 2020 | share | Decrease | -7.87% | -147 shares | -49K | $29.03 | 1.72K |
| Q4 2019 | share | 0.00% | 0 shares | -4K | $50.31 | 1.86K | |
| Q3 2019 | share | 0.00% | 0 shares | -1K | $51.74 | 1.86K | |
| Q2 2019 | share | Increase | +2.75% | 50 shares | 17K | $51.9 | 1.86K |
| Q1 2019 | share | 0.00% | 0 shares | 11K | $44.51 | 1.81K | |
| Q4 2018 | share | 0.00% | 0 shares | -27K | $38.76 | 1.81K | |
| Q3 2018 | share | 0.00% | 0 shares | 11K | $50.86 | 1.81K | |
| Q2 2018 | share | 0.00% | 0 shares | -15K | $45.53 | 1.81K | |
| Q1 2018 | share | Increase | 0.00% | 1.81K shares | 111K | $51.9 | 1.81K |