GOELZER INVESTMENT MANAGEMENT, INC. – Principal Financial Group, Inc. Transaction History
GOELZER INVESTMENT MANAGEMENT, INC. portfolio value:
$8.50M
portfolio value
GOELZER INVESTMENT MANAGEMENT, 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 | Increase | +1.90% | 2.19K shares | 778K | $72.15 | 117.85K |
| Q2 2022 | share | Decrease | -1.87% | -2.19K shares | -927K | $66.79 | 115.65K |
| Q1 2022 | share | Decrease | -26.36% | -42.18K shares | -2.92M | $73.41 | 117.85K |
| Q4 2021 | share | Decrease | -1.38% | -2.23K shares | 1.12M | $72.11 | 160.03K |
| Q3 2021 | share | Decrease | -2.70% | -4.51K shares | -89K | $63.8 | 162.27K |
| Q2 2021 | share | Increase | +1.90% | 3.10K shares | 725K | $62.02 | 166.78K |
| Q1 2021 | share | Decrease | -3.90% | -6.64K shares | 1.36M | $58.31 | 163.68K |
| Q4 2020 | share | Decrease | -2.20% | -3.83K shares | 1.43M | $47.77 | 170.33K |
| Q3 2020 | share | Decrease | -1.41% | -2.48K shares | -324K | $38.34 | 174.16K |
| Q2 2020 | share | Increase | +0.66% | 1.16K shares | 1.83M | $39.03 | 176.65K |
| Q1 2020 | share | Decrease | -0.10% | -174 shares | -4.16M | $29.03 | 175.49K |
| Q4 2019 | share | Increase | +2.54% | 4.35K shares | -127K | $50.31 | 175.67K |
| Q3 2019 | share | Decrease | -2.23% | -3.90K shares | -360K | $51.74 | 171.31K |
| Q2 2019 | share | Decrease | -29.57% | -73.58K shares | -2.33M | $51.9 | 175.22K |
| Q1 2019 | share | Increase | +1.13% | 2.78K shares | 1.62M | $44.51 | 248.80K |
| Q4 2018 | share | Increase | +37.56% | 67.17K shares | 388K | $38.76 | 246.02K |
| Q3 2018 | share | Decrease | -0.19% | -340 shares | 991K | $50.86 | 178.85K |
| Q2 2018 | share | Decrease | -1.12% | -2.02K shares | -1.55M | $45.53 | 179.19K |
| Q1 2018 | share | Decrease | -1.78% | -3.27K shares | -1.98M | $51.9 | 181.21K |
| Q4 2017 | share | Increase | +0.52% | 957 shares | 1.20M | $59.62 | 184.49K |
| Q3 2017 | share | Decrease | -0.56% | -1.03K shares | -17K | $53.99 | 183.53K |
| Q2 2017 | share | Decrease | -0.69% | -1.28K shares | 97K | $53.37 | 184.57K |
| Q1 2017 | share | Increase | +1.08% | 1.99K shares | 1.09M | $52.19 | 185.85K |
| Q4 2016 | share | Decrease | -13.59% | -28.92K shares | -323K | $47.51 | 183.86K |
| Q3 2016 | share | Increase | +0.62% | 1.31K shares | 2.26M | $41.99 | 212.79K |
| Q2 2016 | share | Increase | +1.14% | 2.39K shares | 445K | $33.23 | 211.48K |
| Q1 2016 | share | Increase | +48.98% | 68.73K shares | 1.93M | $31.61 | 209.08K |