Number of Shares
20,235.00
Current Holdings Value*
$9.49 Mil
% of Portfolio
2.3%
Total Estimate Gain
$2.55 Mil
% of Total Estimate Gain
27.39%

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

As of 2025-03-31, Newbridge Financial Services Group, Inc. held 20,235.00 shares of INVESCO QQQ Trust(QQQ), totaling $9.49 Mil. This investment constitutes 2.3% of their stock portfolio, and Newbridge Financial Services Group, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2020Q3. And since then Newbridge Financial Services Group, Inc. has made 13 purchases of QQQ, at an average price of $427.92, for a total of 21,729.00 shares. In addition, there have been 5 sales at an average price of $311.66 for 1,494.00 shares. Based on historical transaction data and QQQ's current price of $562.39, Newbridge Financial Services Group, Inc.'s estimated gain on his QQQ holdings is $2.55 Mil, reflecting a 27.39% gain to date.

Newbridge Financial Services Group, Inc. QQQ ($562.39) Holding Chart

Newbridge Financial Services Group, Inc. QQQ ($562.39) 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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