Number of Shares
8,044.00
Current Holdings Value*
$1.62 Mil
% of Portfolio
1.07%
Total Estimate Gain
$323,649.28
% of Total Estimate Gain
21.09%

Planning Capital Management Corp's Invesco NASDAQ 100 ETF Holding Summary

As of 2024-09-30, Planning Capital Management Corp held 8,044.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $1.62 Mil. This investment constitutes 1.07% of their stock portfolio, and Planning Capital Management Corp now holds 0% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.

The initial trade took place in 2024Q1. And since then Planning Capital Management Corp has made 3 purchases of QQQM, at an average price of $190.76, for a total of 8,044.00 shares. Based on historical transaction data and QQQM's current price of $230.99, Planning Capital Management Corp's estimated gain on his QQQM holdings is $323,649.28, reflecting a 21.09% gain to date.

Planning Capital Management Corp QQQM ($230.99) Holding Chart

Planning Capital Management Corp QQQM ($230.99) 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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