Goldstone Financial Group, LLC QQQ Holdings History
Goldstone Financial Group, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, Goldstone Financial Group, LLC held 61,653.00 shares of INVESCO QQQ Trust(QQQ), totaling $34.29 Mil. This investment constitutes 4.53% of their stock portfolio, and Goldstone Financial Group, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2023Q1. And since then Goldstone Financial Group, LLC has made 5 purchases of QQQ, at an average price of $333.39, for a total of 67,916.00 shares. In addition, there have been 3 sales at an average price of $365.46 for 6,263.00 shares. Based on historical transaction data and QQQ's current price of $559.67, Goldstone Financial Group, LLC's estimated gain on his QQQ holdings is $14.15 Mil, reflecting a 62.50% gain to date.
Goldstone Financial Group, LLC QQQ ($559.67) Holding Chart
Goldstone Financial Group, LLC QQQ ($559.67) 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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