Accurate Wealth Management, LLC QQQ Holdings History
Accurate Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, Accurate Wealth Management, LLC held 31,585.00 shares of INVESCO QQQ Trust(QQQ), totaling $17.54 Mil. This investment constitutes 2.68% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q2. And since then Accurate Wealth Management, LLC has made 9 purchases of QQQ, at an average price of $366.49, for a total of 288,799.00 shares. In addition, there have been 7 sales at an average price of $378.08 for 257,214.00 shares. Based on historical transaction data and QQQ's current price of $561.80, Accurate Wealth Management, LLC's estimated gain on his QQQ holdings is $9.15 Mil, reflecting a 8.64% gain to date.
Accurate Wealth Management, LLC QQQ ($561.80) Holding Chart
Accurate Wealth Management, LLC QQQ ($561.80) 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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