Bogart Wealth, LLC QQQM Holdings History
Bogart Wealth, LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, Bogart Wealth, LLC held 404,024.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $77.98 Mil. This investment constitutes 3.68% of their stock portfolio, and Bogart Wealth, LLC now holds 0.19% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2021Q4. And since then Bogart Wealth, LLC has made 13 purchases of QQQM, at an average price of $201.52, for a total of 404,320.00 shares. In addition, there have been 1 sales at an average price of $113.53 for 296.00 shares. Based on historical transaction data and QQQM's current price of $232.63, Bogart Wealth, LLC's estimated gain on his QQQM holdings is $12.54 Mil, reflecting a 15.39% gain to date.
Bogart Wealth, LLC QQQM ($232.63) Holding Chart
Bogart Wealth, LLC QQQM ($232.63) 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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