DEFINED WEALTH MANAGEMENT, LLC QQQ Holdings History
DEFINED WEALTH MANAGEMENT, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, DEFINED WEALTH MANAGEMENT, LLC held 7,746.00 shares of INVESCO QQQ Trust(QQQ), totaling $4.27 Mil. This investment constitutes 2.64% of their stock portfolio, and DEFINED WEALTH MANAGEMENT, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q4. And since then DEFINED WEALTH MANAGEMENT, LLC has made 5 purchases of QQQ, at an average price of $310.34, for a total of 34,881.00 shares. In addition, there have been 13 sales at an average price of $317.92 for 27,135.00 shares. Based on historical transaction data and QQQ's current price of $561.26, DEFINED WEALTH MANAGEMENT, LLC's estimated gain on his QQQ holdings is $2.15 Mil, reflecting a 19.85% gain to date.
DEFINED WEALTH MANAGEMENT, LLC QQQ ($561.26) Holding Chart
DEFINED WEALTH MANAGEMENT, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
