CONCORD WEALTH PARTNERS – Principal Financial Group, Inc. Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$335,000
portfolio value
CONCORD WEALTH PARTNERS 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 | -8.48% | -430 shares | -3K | $72.15 | 4.63K |
| Q2 2022 | share | Increase | +6.67% | 317 shares | -11K | $66.79 | 5.06K |
| Q1 2022 | share | Increase | +3.15% | 145 shares | 16K | $73.41 | 4.75K |
| Q4 2021 | share | Increase | +38.28% | 1.27K shares | 118K | $72.11 | 4.60K |
| Q3 2021 | share | Decrease | -15.00% | -588 shares | -33K | $63.8 | 3.33K |
| Q2 2021 | share | Increase | +27.86% | 854 shares | 64K | $62.02 | 3.91K |
| Q1 2021 | share | Increase | +2.17% | 65 shares | 35K | $58.31 | 3.06K |
| Q4 2020 | share | Increase | 0.00% | 3K shares | 149K | $47.77 | 3K |