Coordinated Financial Services, Inc. QQQ Holdings History
Number of Shares
4,550.00
Current Holdings Value*
$2.33 Mil
% of Portfolio
1.81%
Total Estimate Gain
$250,568.50
% of Total Estimate Gain
10.88%
Coordinated Financial Services, Inc.'s INVESCO QQQ Trust Holding Summary
As of 2024-12-31, Coordinated Financial Services, Inc. held 4,550.00 shares of INVESCO QQQ Trust(QQQ), totaling $2.33 Mil. This investment constitutes 1.81% of their stock portfolio, and Coordinated Financial Services, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and QQQ's current price of $561.26, Coordinated Financial Services, Inc.'s estimated gain on his QQQ holdings is $250,568.50, reflecting a 10.88% gain to date.
Coordinated Financial Services, Inc. QQQ ($561.26) Holding Chart
Coordinated Financial Services, Inc. QQQ ($561.26) 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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