Number of Shares
14,588.00
Current Holdings Value*
$4.58 Mil
% of Portfolio
7.8%
Total Estimate Gain
$4.87 Mil
% of Total Estimate Gain
146.75%

DWM Financial Group, Inc.'s INVESCO QQQ Trust Holding Summary

As of 2020-12-31, DWM Financial Group, Inc. held 14,588.00 shares of INVESCO QQQ Trust(QQQ), totaling $4.58 Mil. This investment constitutes 7.8% of their stock portfolio, and DWM Financial Group, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2020Q2. And since then DWM Financial Group, Inc. has made 3 purchases of QQQ, at an average price of $227.46, for a total of 14,588.00 shares. Based on historical transaction data and QQQ's current price of $561.26, DWM Financial Group, Inc.'s estimated gain on his QQQ holdings is $4.87 Mil, reflecting a 146.75% gain to date.

DWM Financial Group, Inc. QQQ ($561.26) Holding Chart

DWM Financial Group, 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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