Number of Shares
17,991.00
Current Holdings Value*
$6.65 Mil
% of Portfolio
4.24%
Total Estimate Gain
$13.99 Mil
% of Total Estimate Gain
12.08%

PIERSHALE FINANCIAL GROUP, INC.'s INVESCO QQQ Trust Holding Summary

As of 2023-06-30, PIERSHALE FINANCIAL GROUP, INC. held 17,991.00 shares of INVESCO QQQ Trust(QQQ), totaling $6.65 Mil. This investment constitutes 4.24% of their stock portfolio, and PIERSHALE FINANCIAL GROUP, INC. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2014Q3. And since then PIERSHALE FINANCIAL GROUP, INC. has made 13 purchases of QQQ, at an average price of $184.25, for a total of 628,529.00 shares. In addition, there have been 9 sales at an average price of $196.06 for 610,538.00 shares. Based on historical transaction data and QQQ's current price of $561.26, PIERSHALE FINANCIAL GROUP, INC.'s estimated gain on his QQQ holdings is $13.99 Mil, reflecting a 12.08% gain to date.

PIERSHALE FINANCIAL GROUP, INC. QQQ ($561.26) Holding Chart

PIERSHALE FINANCIAL GROUP, 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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