Collaborative Wealth Managment Inc. QQQ Holdings History
Collaborative Wealth Managment Inc.'s INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Collaborative Wealth Managment Inc. held 2,814.00 shares of INVESCO QQQ Trust(QQQ), totaling $1.32 Mil. This investment constitutes 0.62% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q1. And since then Collaborative Wealth Managment Inc. has made 2 purchases of QQQ, at an average price of $317.59, for a total of 6,391.00 shares. In addition, there have been 10 sales at an average price of $375.97 for 3,577.00 shares. Based on historical transaction data and QQQ's current price of $554.20, Collaborative Wealth Managment Inc.'s estimated gain on his QQQ holdings is $874,629.75, reflecting a 43.09% gain to date.
Collaborative Wealth Managment Inc. QQQ ($554.20) Holding Chart
Collaborative Wealth Managment 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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