Plotkin Financial Advisors, LLC QQQ Holdings History
Plotkin Financial Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Plotkin Financial Advisors, LLC held 19,914.00 shares of INVESCO QQQ Trust(QQQ), totaling $9.34 Mil. This investment constitutes 5.74% of their stock portfolio, and Plotkin Financial Advisors, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2019Q4. And since then Plotkin Financial Advisors, LLC has made 9 purchases of QQQ, at an average price of $258.30, for a total of 43,260.00 shares. In addition, there have been 11 sales at an average price of $331.36 for 23,346.00 shares. Based on historical transaction data and QQQ's current price of $556.22, Plotkin Financial Advisors, LLC's estimated gain on his QQQ holdings is $7.64 Mil, reflecting a 68.36% gain to date.
Plotkin Financial Advisors, LLC QQQ ($556.22) Holding Chart
Plotkin Financial Advisors, LLC QQQ ($556.22) 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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