Atlas Financial Advisors, Inc. QQQ Holdings History
Atlas Financial Advisors, Inc.'s INVESCO QQQ Trust Holding Summary
As of 2024-12-31, Atlas Financial Advisors, Inc. held 13,045.00 shares of INVESCO QQQ Trust(QQQ), totaling $6.67 Mil. This investment constitutes 10.41% of their stock portfolio, and Atlas Financial Advisors, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q1. And since then Atlas Financial Advisors, Inc. has made 4 purchases of QQQ, at an average price of $319.13, for a total of 56,030.00 shares. In addition, there have been 8 sales at an average price of $365.81 for 42,985.00 shares. Based on historical transaction data and QQQ's current price of $546.22, Atlas Financial Advisors, Inc.'s estimated gain on his QQQ holdings is $4.97 Mil, reflecting a 27.79% gain to date.
Atlas Financial Advisors, Inc. QQQ ($546.22) Holding Chart
Atlas Financial Advisors, Inc. QQQ ($546.22) 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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