Ropes Wealth Advisors LLC Principal Financial Group Inc Transaction History

Ropes Wealth Advisors LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 12, 2021	SELL	$48.31 - $61.55 $24,976 - $31,821	-517 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$38.25 - $52.6 $267 - $368	7 Added 1.37%	517 $26,000
Q2 2020 Jul 20, 2020	SELL	$26.41 - $48.72 $5,546 - $10,231	-210 Reduced 29.17%	510 $21,000
Q1 2020 Apr 24, 2020	SELL	$24.16 - $57.08 $93,136 - $220,043	-3,855 Reduced 84.26%	720 $23,000
Q4 2019 Feb 05, 2020	SELL	$52.35 - $57.4 $4,606 - $5,051	-88 Reduced 1.89%	4,575 $252,000
Q3 2019 Nov 05, 2019	SELL	$52.18 - $60.68 $2,400 - $2,791	-46 Reduced 0.98%	4,663 $266,000
Q2 2019 Jul 31, 2019	BUY	$51.57 - $57.92 $12,325 - $13,842	239 Added 5.35%	4,709 $273,000
Q1 2019 Apr 15, 2019	BUY	$43.39 - $53.09 $16,922 - $20,705	390 Added 9.56%	4,470 $224,000
Q4 2018 Feb 08, 2019	SELL	$41.08 - $60.65 $23,703 - $34,995	-577 Reduced 12.39%	4,080 $180,000
Q3 2018 Oct 30, 2018	BUY	$52.86 - $59.54 $32,297 - $36,378	611 Added 15.1%	4,657 $273,000
Q2 2018 Aug 13, 2018	BUY	$52.58 - $61.46 $47,847 - $55,928	910 Added 29.02%	4,046 $214,000
Q1 2018 Apr 30, 2018	BUY	$57.76 - $75.04 $181,135 - $235,325	3,136 New	3,136 $191,000

833

159M

177K

119K

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $19B
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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