ALTFEST L J & CO INC QQQ Holdings History
ALTFEST L J & CO INC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, ALTFEST L J & CO INC held 6,172.00 shares of INVESCO QQQ Trust(QQQ), totaling $2.89 Mil. This investment constitutes 0.36% of their stock portfolio, and ALTFEST L J & CO INC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2018Q2. And since then ALTFEST L J & CO INC has made 13 purchases of QQQ, at an average price of $345.93, for a total of 204,144.00 shares. In addition, there have been 9 sales at an average price of $350.57 for 197,972.00 shares. Based on historical transaction data and QQQ's current price of $539.74, ALTFEST L J & CO INC's estimated gain on his QQQ holdings is $2.11 Mil, reflecting a 2.99% gain to date.
ALTFEST L J & CO INC QQQ ($539.74) Holding Chart
ALTFEST L J & CO INC QQQ ($539.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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