J.W. COLE ADVISORS, INC. QQQ Holdings History
J.W. COLE ADVISORS, INC.'s INVESCO QQQ Trust Holding Summary
As of 2025-03-31, J.W. COLE ADVISORS, INC. held 116,667.00 shares of INVESCO QQQ Trust(QQQ), totaling $54.71 Mil. This investment constitutes 1.7% of their stock portfolio, and J.W. COLE ADVISORS, INC. now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2019Q4. And since then J.W. COLE ADVISORS, INC. has made 14 purchases of QQQ, at an average price of $271.65, for a total of 243,964.00 shares. In addition, there have been 7 sales at an average price of $256.08 for 127,297.00 shares. Based on historical transaction data and QQQ's current price of $559.67, J.W. COLE ADVISORS, INC.'s estimated gain on his QQQ holdings is $31.62 Mil, reflecting a 47.71% gain to date.
J.W. COLE ADVISORS, INC. QQQ ($559.67) Holding Chart
J.W. COLE ADVISORS, INC. 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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