BKM Wealth Management, LLC QQQ Holdings History
BKM Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, BKM Wealth Management, LLC held 10,039.00 shares of INVESCO QQQ Trust(QQQ), totaling $4.71 Mil. This investment constitutes 1.94% of their stock portfolio, and BKM Wealth Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2023Q4. And since then BKM Wealth Management, LLC has made 4 purchases of QQQ, at an average price of $406.14, for a total of 10,505.00 shares. In addition, there have been 1 sales at an average price of $508.07 for 466.00 shares. Based on historical transaction data and QQQ's current price of $556.25, BKM Wealth Management, LLC's estimated gain on his QQQ holdings is $1.55 Mil, reflecting a 36.43% gain to date.
BKM Wealth Management, LLC QQQ ($556.25) Holding Chart
BKM Wealth Management, LLC QQQ ($556.25) 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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