Chokshi & Queen Wealth Advisors, Inc QQQ Holdings History
Chokshi & Queen Wealth Advisors, Inc's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Chokshi & Queen Wealth Advisors, Inc held 57,786.00 shares of INVESCO QQQ Trust(QQQ), totaling $27.10 Mil. This investment constitutes 16.53% of their stock portfolio, and Chokshi & Queen Wealth Advisors, Inc now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $508.07 for 376.00 shares. Based on historical transaction data and QQQ's current price of $554.20, Chokshi & Queen Wealth Advisors, Inc's estimated gain on his QQQ holdings is $2.78 Mil, reflecting a 9.43% gain to date.
Chokshi & Queen Wealth Advisors, Inc QQQ ($554.20) Holding Chart
Chokshi & Queen Wealth Advisors, Inc QQQ ($554.20) 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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