Peninsula Wealth, LLC QQQ Holdings History
Peninsula Wealth, LLC's INVESCO QQQ Trust Holding Summary
As of 2024-12-31, Peninsula Wealth, LLC held 32,533.00 shares of INVESCO QQQ Trust(QQQ), totaling $16.63 Mil. This investment constitutes 2.83% of their stock portfolio, and Peninsula Wealth, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2018Q2. And since then Peninsula Wealth, LLC has made 14 purchases of QQQ, at an average price of $286.00, for a total of 38,051.00 shares. In addition, there have been 11 sales at an average price of $217.72 for 5,518.00 shares. Based on historical transaction data and QQQ's current price of $561.80, Peninsula Wealth, LLC's estimated gain on his QQQ holdings is $8.60 Mil, reflecting a 78.99% gain to date.
Peninsula Wealth, LLC QQQ ($561.80) Holding Chart
Peninsula Wealth, LLC QQQ ($561.80) 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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