CAPSTONE WEALTH MANAGEMENT GROUP, LLC QQQ Holdings History
CAPSTONE WEALTH MANAGEMENT GROUP, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 13,565.00 shares of INVESCO QQQ Trust(QQQ), totaling $6.36 Mil. This investment constitutes 3.63% of their stock portfolio, and CAPSTONE WEALTH MANAGEMENT GROUP, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q1. And since then CAPSTONE WEALTH MANAGEMENT GROUP, LLC has made 5 purchases of QQQ, at an average price of $362.98, for a total of 24,580.00 shares. In addition, there have been 8 sales at an average price of $323.76 for 11,015.00 shares. Based on historical transaction data and QQQ's current price of $556.22, CAPSTONE WEALTH MANAGEMENT GROUP, LLC's estimated gain on his QQQ holdings is $2.19 Mil, reflecting a 24.54% gain to date.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC QQQ ($556.22) Holding Chart
CAPSTONE WEALTH MANAGEMENT GROUP, LLC QQQ ($556.22) 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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