WINCH ADVISORY SERVICES, LLC – Principal Financial Group, Inc. Transaction History
WINCH ADVISORY SERVICES, LLC portfolio value:
$26,000
portfolio value
WINCH ADVISORY SERVICES, LLC 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 | +0.83% | 3 shares | 2K | $72.15 | 365 |
| Q2 2022 | share | Increase | +1.12% | 4 shares | -2K | $66.79 | 362 |
| Q1 2022 | share | Increase | +0.85% | 3 shares | 0 | $73.41 | 358 |
| Q4 2021 | share | Increase | +0.85% | 3 shares | 3K | $72.11 | 355 |
| Q3 2021 | share | Increase | +0.86% | 3 shares | 1K | $63.8 | 352 |
| Q2 2021 | share | Increase | +0.87% | 3 shares | 1K | $62.02 | 349 |
| Q1 2021 | share | Increase | +1.17% | 4 shares | 4K | $58.31 | 346 |
| Q4 2020 | share | Decrease | -21.02% | -91 shares | 0 | $47.77 | 342 |
| Q3 2020 | share | Increase | +1.41% | 6 shares | -1K | $38.34 | 433 |
| Q2 2020 | share | Increase | +29.79% | 98 shares | 8K | $39.03 | 427 |
| Q1 2020 | share | Increase | +1.86% | 6 shares | -8K | $29.03 | 329 |
| Q4 2019 | share | Increase | +0.94% | 3 shares | 0 | $50.31 | 323 |
| Q3 2019 | share | Increase | +1.91% | 6 shares | 0 | $51.74 | 320 |
| Q2 2019 | share | Increase | +0.96% | 3 shares | 2K | $51.9 | 314 |
| Q1 2019 | share | 0.00% | 0 shares | 2K | $44.51 | 311 | |
| Q4 2018 | share | Increase | +2.30% | 7 shares | -4K | $38.76 | 311 |
| Q3 2018 | share | Increase | +1.00% | 3 shares | 2K | $50.86 | 304 |
| Q2 2018 | share | Increase | +0.67% | 2 shares | -2K | $45.53 | 301 |
| Q1 2018 | share | 0.00% | 0 shares | -3K | $51.9 | 299 | |
| Q4 2017 | share | Increase | +1.36% | 4 shares | 2K | $59.62 | 299 |
| Q3 2017 | share | 0.00% | 0 shares | 0 | $53.99 | 295 | |
| Q2 2017 | share | Increase | +1.72% | 5 shares | 1K | $53.37 | 295 |
| Q1 2017 | share | 0.00% | 0 shares | 1K | $52.19 | 290 | |
| Q4 2016 | share | Increase | +1.40% | 4 shares | 2K | $47.51 | 290 |
| Q3 2016 | share | 0.00% | 0 shares | 3K | $41.99 | 286 | |
| Q2 2016 | share | Increase | +1.06% | 3 shares | 1K | $33.23 | 286 |
| Q1 2016 | share | Increase | +1.07% | 3 shares | -2K | $31.61 | 283 |