CAPSTONE WEALTH MANAGEMENT GROUP, LLC QQQM Holdings History
CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 36,933.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $7.13 Mil. This investment constitutes 4.07% of their stock portfolio, and CAPSTONE WEALTH MANAGEMENT GROUP, LLC now holds 0.02% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2022Q1. And since then CAPSTONE WEALTH MANAGEMENT GROUP, LLC has made 5 purchases of QQQM, at an average price of $201.74, for a total of 38,399.00 shares. In addition, there have been 8 sales at an average price of $138.47 for 1,466.00 shares. Based on historical transaction data and QQQM's current price of $228.92, CAPSTONE WEALTH MANAGEMENT GROUP, LLC's estimated gain on his QQQM holdings is $911,045.19, reflecting a 11.76% gain to date.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC QQQM ($228.92) Holding Chart
CAPSTONE WEALTH MANAGEMENT GROUP, LLC QQQM ($228.92) 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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