Transform Wealth, LLC Principal Financial Group Inc Transaction History

Transform Wealth, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 22, 2020	SELL	$26.41 - $48.72 $491,226 - $906,192	-18,600 Closed	0 $0
Q1 2020 Apr 30, 2020	BUY	$24.16 - $57.08 $15,704 - $37,102	650 Added 3.62%	18,600 $583,000
Q4 2019 Jan 24, 2020	SELL	$52.35 - $57.4 $177,990 - $195,160	-3,400 Reduced 15.93%	17,950 $987,000
Q3 2019 Oct 24, 2019	SELL	$52.18 - $60.68 $57,398 - $66,748	-1,100 Reduced 4.9%	21,350 $1.22 Million
Q2 2019 Jul 30, 2019	SELL	$51.57 - $57.92 $1.09 Million - $1.22 Million	-21,050 Reduced 48.39%	22,450 $1.3 Million
Q1 2019 Apr 12, 2019	BUY	$43.39 - $53.09 $65,085 - $79,635	1,500 Added 3.57%	43,500 $2.18 Million
Q4 2018 Jan 30, 2019	SELL	$41.08 - $60.65 $566,904 - $836,970	-13,800 Reduced 24.73%	42,000 $1.86 Million
Q3 2018 Oct 25, 2018	SELL	$52.86 - $59.54 $956,766 - $1.08 Million	-18,100 Reduced 24.49%	55,800 $3.27 Million
Q2 2018 Aug 03, 2018	SELL	$52.58 - $61.46 $799,216 - $934,192	-15,200 Reduced 17.06%	73,900 $3.91 Million
Q1 2018 May 03, 2018	SELL	$57.76 - $75.04 $329,232 - $427,728	-5,700 Reduced 6.01%	89,100 $5.43 Million
Q4 2017 Feb 08, 2018	BUY	$64.92 - $71.76 $6.15 Million - $6.8 Million	94,800	94,800 $6.69 Million

883

158M

219K

87.5K

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $17.5B
Description
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and In...

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