Number of Shares
2,706.00
Current Holdings Value*
$1.27 Mil
% of Portfolio
0.79%
Total Estimate Gain
$404,944.90
% of Total Estimate Gain
36.99%

HRC WEALTH MANAGEMENT, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, HRC WEALTH MANAGEMENT, LLC held 2,706.00 shares of INVESCO QQQ Trust(QQQ), totaling $1.27 Mil. This investment constitutes 0.79% of their stock portfolio, and HRC WEALTH MANAGEMENT, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2023Q4. And since then HRC WEALTH MANAGEMENT, LLC has made 5 purchases of QQQ, at an average price of $404.55, for a total of 2,706.00 shares. Based on historical transaction data and QQQ's current price of $554.20, HRC WEALTH MANAGEMENT, LLC's estimated gain on his QQQ holdings is $404,944.90, reflecting a 36.99% gain to date.

HRC WEALTH MANAGEMENT, LLC QQQ ($554.20) Holding Chart

HRC WEALTH MANAGEMENT, LLC 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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