Oxford Wealth Group, LLC QQQ Holdings History
Oxford Wealth Group, LLC's INVESCO QQQ Trust Holding Summary
As of 2024-12-31, Oxford Wealth Group, LLC held 24,562.00 shares of INVESCO QQQ Trust(QQQ), totaling $12.56 Mil. This investment constitutes 8.11% of their stock portfolio, and Oxford Wealth Group, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2024Q1. And since then Oxford Wealth Group, LLC has made 2 purchases of QQQ, at an average price of $482.36, for a total of 25,873.00 shares. In addition, there have been 1 sales at an average price of $473.23 for 1,311.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Oxford Wealth Group, LLC's estimated gain on his QQQ holdings is $1.93 Mil, reflecting a 15.43% gain to date.
Oxford Wealth Group, LLC QQQ ($561.26) Holding Chart
Oxford Wealth Group, 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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