SAX WEALTH ADVISORS, LLC QQQ Holdings History
SAX WEALTH ADVISORS, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, SAX WEALTH ADVISORS, LLC held - shares of INVESCO QQQ Trust(QQQ), totaling N/A. This investment constitutes 0% of their stock portfolio, and SAX WEALTH ADVISORS, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q4. And since then SAX WEALTH ADVISORS, LLC has made 8 purchases of QQQ, at an average price of $397.12, for a total of 43,286.00 shares. In addition, there have been 9 sales at an average price of $438.53 for 43,286.00 shares. Based on historical transaction data and QQQ's current price of $556.25, SAX WEALTH ADVISORS, LLC's estimated gain on his QQQ holdings is $1.79 Mil, reflecting a 10.43% gain to date.
SAX WEALTH ADVISORS, LLC QQQ ($556.25) Holding Chart
SAX WEALTH ADVISORS, LLC QQQ ($556.25) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
