Number of Shares
10,375.00
Current Holdings Value*
$7.01 Mil
% of Portfolio
4.28%
Total Estimate Gain
$512,592.17
% of Total Estimate Gain
9.75%

Ewing Morris & Co. Investment Partners Ltd.'s INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Ewing Morris & Co. Investment Partners Ltd. held 10,375.00 shares of INVESCO QQQ Trust(QQQ), totaling $7.01 Mil. This investment constitutes 4.28% of their stock portfolio, and Ewing Morris & Co. Investment Partners Ltd. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q4. And since then Ewing Morris & Co. Investment Partners Ltd. has made 2 purchases of QQQ, at an average price of $506.81, for a total of 10,375.00 shares. Based on historical transaction data and QQQ's current price of $556.22, Ewing Morris & Co. Investment Partners Ltd.'s estimated gain on his QQQ holdings is $512,592.17, reflecting a 9.75% gain to date.

Ewing Morris & Co. Investment Partners Ltd. QQQ ($556.22) Holding Chart

Ewing Morris & Co. Investment Partners Ltd. QQQ ($556.22) 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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