BERGANKDV WEALTH MANAGEMENT, LLC – Principal Financial Group, Inc. Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
$4.13M
portfolio value
BERGANKDV WEALTH MANAGEMENT, 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 | +1.76% | 993 shares | 374K | $72.15 | 57.34K |
| Q2 2022 | share | Decrease | -0.08% | -44 shares | -376K | $66.79 | 56.35K |
| Q1 2022 | share | Increase | +8.87% | 4.59K shares | 393K | $73.41 | 56.39K |
| Q4 2021 | share | Decrease | -2.55% | -1.35K shares | 323K | $72.11 | 51.80K |
| Q3 2021 | share | Increase | +5.89% | 2.95K shares | 252K | $63.8 | 53.16K |
| Q2 2021 | share | Decrease | -0.54% | -272 shares | 145K | $62.02 | 50.20K |
| Q1 2021 | share | Decrease | -2.37% | -1.22K shares | 462K | $58.31 | 50.47K |
| Q4 2020 | share | Decrease | -3.97% | -2.13K shares | 397K | $47.77 | 51.7K |
| Q3 2020 | share | Decrease | -1.17% | -640 shares | -95K | $38.34 | 53.83K |
| Q2 2020 | share | Increase | +1.22% | 657 shares | 576K | $39.03 | 54.47K |
| Q1 2020 | share | Increase | +11.67% | 5.62K shares | -964K | $29.03 | 53.81K |
| Q4 2019 | share | Increase | +5.53% | 2.52K shares | 41K | $50.31 | 48.19K |
| Q3 2019 | share | Increase | +2.19% | 978 shares | 21K | $51.74 | 45.67K |
| Q2 2019 | share | Decrease | -7.40% | -3.57K shares | 167K | $51.9 | 44.69K |
| Q1 2019 | share | Increase | +12.56% | 5.38K shares | 528K | $44.51 | 48.26K |
| Q4 2018 | share | Increase | +756.55% | 37.87K shares | 1.60M | $38.76 | 42.87K |
| Q3 2018 | share | Increase | +23.30% | 946 shares | 78K | $50.86 | 5.00K |
| Q2 2018 | share | Increase | +4.61% | 179 shares | -21K | $45.53 | 4.06K |
| Q1 2018 | share | Decrease | -4.27% | -173 shares | -50K | $51.9 | 3.88K |
| Q4 2017 | share | Decrease | -32.08% | -1.91K shares | -98K | $59.62 | 4.05K |
| Q3 2017 | share | Increase | 0.00% | 5.96K shares | 384K | $53.99 | 5.96K |