BCS Wealth Management QQQ Holdings History
BCS Wealth Management's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, BCS Wealth Management held 7,646.00 shares of INVESCO QQQ Trust(QQQ), totaling $4.22 Mil. This investment constitutes 0.91% of their stock portfolio, and BCS Wealth Management now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2019Q4. And since then BCS Wealth Management has made 18 purchases of QQQ, at an average price of $324.06, for a total of 13,184.00 shares. In addition, there have been 4 sales at an average price of $450.07 for 5,538.00 shares. Based on historical transaction data and QQQ's current price of $561.26, BCS Wealth Management's estimated gain on his QQQ holdings is $2.51 Mil, reflecting a 58.78% gain to date.
BCS Wealth Management QQQ ($561.26) Holding Chart
BCS Wealth Management QQQ ($561.26) 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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