Novak & Powell Financial Services, Inc. QQQ Holdings History
Novak & Powell Financial Services, Inc.'s INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Novak & Powell Financial Services, Inc. held 19,490.00 shares of INVESCO QQQ Trust(QQQ), totaling $9.14 Mil. This investment constitutes 5.69% of their stock portfolio, and Novak & Powell Financial Services, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2023Q4. And since then Novak & Powell Financial Services, Inc. has made 2 purchases of QQQ, at an average price of $397.21, for a total of 24,451.00 shares. In addition, there have been 3 sales at an average price of $436.40 for 4,961.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Novak & Powell Financial Services, Inc.'s estimated gain on his QQQ holdings is $3.39 Mil, reflecting a 34.92% gain to date.
Novak & Powell Financial Services, Inc. QQQ ($561.26) Holding Chart
Novak & Powell Financial Services, Inc. QQQ ($561.26) 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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