Number of Shares
9,167.00
Current Holdings Value*
$4.30 Mil
% of Portfolio
3.87%
Total Estimate Gain
$1.59 Mil
% of Total Estimate Gain
43.32%

Clear Point Advisors Inc.'s INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Clear Point Advisors Inc. held 9,167.00 shares of INVESCO QQQ Trust(QQQ), totaling $4.30 Mil. This investment constitutes 3.87% of their stock portfolio, and Clear Point Advisors Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2023Q4. And since then Clear Point Advisors Inc. has made 2 purchases of QQQ, at an average price of $380.35, for a total of 9,673.00 shares. In addition, there have been 3 sales at an average price of $491.46 for 506.00 shares. Based on historical transaction data and QQQ's current price of $548.09, Clear Point Advisors Inc.'s estimated gain on his QQQ holdings is $1.59 Mil, reflecting a 43.32% gain to date.

Clear Point Advisors Inc. QQQ ($548.09) Holding Chart

Clear Point Advisors Inc. QQQ ($548.09) 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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