North Capital, Inc. QQQ Holdings History
Number of Shares
4,381.00
Current Holdings Value*
$2.05 Mil
% of Portfolio
1.94%
Total Estimate Gain
$249,454.14
% of Total Estimate Gain
11.21%
North Capital, Inc.'s INVESCO QQQ Trust Holding Summary
As of 2025-03-31, North Capital, Inc. held 4,381.00 shares of INVESCO QQQ Trust(QQQ), totaling $2.05 Mil. This investment constitutes 1.94% of their stock portfolio, and North Capital, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and QQQ's current price of $565.01, North Capital, Inc.'s estimated gain on his QQQ holdings is $249,454.14, reflecting a 11.21% gain to date.
North Capital, Inc. QQQ ($565.01) Holding Chart
North Capital, Inc. QQQ ($565.01) 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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