Berkeley Capital Partners, LLC QQQ Holdings History
Berkeley Capital Partners, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Berkeley Capital Partners, LLC held 19,525.00 shares of INVESCO QQQ Trust(QQQ), totaling $9.16 Mil. This investment constitutes 2.52% of their stock portfolio, and Berkeley Capital Partners, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2018Q2. And since then Berkeley Capital Partners, LLC has made 15 purchases of QQQ, at an average price of $289.17, for a total of 90,638.00 shares. In addition, there have been 13 sales at an average price of $294.59 for 71,113.00 shares. Based on historical transaction data and QQQ's current price of $542.77, Berkeley Capital Partners, LLC's estimated gain on his QQQ holdings is $5.34 Mil, reflecting a 20.36% gain to date.
Berkeley Capital Partners, LLC QQQ ($542.77) Holding Chart
Berkeley Capital Partners, LLC QQQ ($542.77) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
