Outlook Wealth Advisors, LLC QQQ Holdings History
Outlook Wealth Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Outlook Wealth Advisors, LLC held 28,167.00 shares of INVESCO QQQ Trust(QQQ), totaling $13.21 Mil. This investment constitutes 3.67% of their stock portfolio, and Outlook Wealth Advisors, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2018Q4. And since then Outlook Wealth Advisors, LLC has made 9 purchases of QQQ, at an average price of $279.14, for a total of 50,571.00 shares. In addition, there have been 16 sales at an average price of $293.24 for 22,404.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Outlook Wealth Advisors, LLC's estimated gain on his QQQ holdings is $8.26 Mil, reflecting a 58.53% gain to date.
Outlook Wealth Advisors, LLC QQQ ($561.26) Holding Chart
Outlook Wealth Advisors, LLC 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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