Collaborative Wealth Managment Inc. QQQM Holdings History
Collaborative Wealth Managment Inc.'s Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, Collaborative Wealth Managment Inc. held 32,596.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $6.29 Mil. This investment constitutes 2.94% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0.02% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2021Q1. And since then Collaborative Wealth Managment Inc. has made 8 purchases of QQQM, at an average price of $134.22, for a total of 44,633.00 shares. In addition, there have been 4 sales at an average price of $148.29 for 12,037.00 shares. Based on historical transaction data and QQQM's current price of $228.63, Collaborative Wealth Managment Inc.'s estimated gain on his QQQM holdings is $3.25 Mil, reflecting a 54.20% gain to date.
Collaborative Wealth Managment Inc. QQQM ($228.63) Holding Chart
Collaborative Wealth Managment Inc. QQQM ($228.63) 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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