D. SCOTT NEAL, INC. QQQ Holdings History
D. SCOTT NEAL, INC.'s INVESCO QQQ Trust Holding Summary
As of 2025-06-30, D. SCOTT NEAL, INC. held 51,769.00 shares of INVESCO QQQ Trust(QQQ), totaling $28.56 Mil. This investment constitutes 14.24% of their stock portfolio, and D. SCOTT NEAL, INC. now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2013Q4. And since then D. SCOTT NEAL, INC. has made 24 purchases of QQQ, at an average price of $215.31, for a total of 430,323.00 shares. In addition, there have been 16 sales at an average price of $247.98 for 378,554.00 shares. Based on historical transaction data and QQQ's current price of $554.20, D. SCOTT NEAL, INC.'s estimated gain on his QQQ holdings is $29.91 Mil, reflecting a 32.28% gain to date.
D. SCOTT NEAL, INC. QQQ ($554.20) Holding Chart
D. SCOTT NEAL, 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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