Balanced Rock Investment Advisors LLC QQQ Holdings History
Balanced Rock Investment Advisors LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Balanced Rock Investment Advisors LLC held 532.00 shares of INVESCO QQQ Trust(QQQ), totaling $249,470.00. This investment constitutes 0.2% of their stock portfolio, and Balanced Rock Investment Advisors LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2025Q1. And since then Balanced Rock Investment Advisors LLC has made 1 purchases of QQQ, at an average price of $508.07, for a total of 532.00 shares. Based on historical transaction data and QQQ's current price of $539.74, Balanced Rock Investment Advisors LLC's estimated gain on his QQQ holdings is $16,848.44, reflecting a 6.23% gain to date.
Balanced Rock Investment Advisors LLC QQQ ($539.74) Holding Chart
Balanced Rock Investment Advisors LLC 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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