PETERSON WEALTH MANAGEMENT QQQ Holdings History
PETERSON WEALTH MANAGEMENT's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, PETERSON WEALTH MANAGEMENT held 29,719.00 shares of INVESCO QQQ Trust(QQQ), totaling $13.94 Mil. This investment constitutes 9.38% of their stock portfolio, and PETERSON WEALTH MANAGEMENT now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2019Q4. And since then PETERSON WEALTH MANAGEMENT has made 14 purchases of QQQ, at an average price of $258.63, for a total of 80,365.00 shares. In addition, there have been 7 sales at an average price of $291.99 for 50,646.00 shares. Based on historical transaction data and QQQ's current price of $565.01, PETERSON WEALTH MANAGEMENT's estimated gain on his QQQ holdings is $10.79 Mil, reflecting a 51.94% gain to date.
PETERSON WEALTH MANAGEMENT QQQ ($565.01) Holding Chart
PETERSON WEALTH MANAGEMENT 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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