Pine Harbor Wealth Management, LLC QQQ Holdings History
Pine Harbor Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Pine Harbor Wealth Management, LLC held 32,722.00 shares of INVESCO QQQ Trust(QQQ), totaling $15.34 Mil. This investment constitutes 6.14% of their stock portfolio, and Pine Harbor Wealth Management, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2023Q4. And since then Pine Harbor Wealth Management, LLC has made 5 purchases of QQQ, at an average price of $437.76, for a total of 32,722.00 shares. Based on historical transaction data and QQQ's current price of $563.05, Pine Harbor Wealth Management, LLC's estimated gain on his QQQ holdings is $4.10 Mil, reflecting a 28.62% gain to date.
Pine Harbor Wealth Management, LLC QQQ ($563.05) Holding Chart
Pine Harbor Wealth Management, LLC QQQ ($563.05) 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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