WEST FINANCIAL ADVISORS, LLC – Principal Financial Group, Inc. Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
$134,000
portfolio value
WEST FINANCIAL ADVISORS, 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 | +11.63% | 194 shares | 23K | $72.15 | 1.86K |
| Q2 2022 | share | Decrease | -8.00% | -145 shares | -22K | $66.79 | 1.66K |
| Q1 2022 | share | Increase | +7.41% | 125 shares | 11K | $73.41 | 1.81K |
| Q4 2021 | share | 0.00% | 0 shares | 13K | $72.11 | 1.68K | |
| Q3 2021 | share | Increase | +307.73% | 1.27K shares | 83K | $63.8 | 1.68K |
| Q2 2021 | share | Decrease | -30.88% | -185 shares | -10K | $62.02 | 414 |
| Q1 2021 | share | Increase | +44.69% | 185 shares | 15K | $58.31 | 599 |
| Q4 2020 | share | Increase | 0.00% | 414 shares | 21K | $47.77 | 414 |