SHEETS SMITH WEALTH MANAGEMENT QQQ Holdings History
SHEETS SMITH WEALTH MANAGEMENT's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, SHEETS SMITH WEALTH MANAGEMENT held 24,537.00 shares of INVESCO QQQ Trust(QQQ), totaling $13.54 Mil. This investment constitutes 1.58% of their stock portfolio, and SHEETS SMITH WEALTH MANAGEMENT now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2013Q3. And since then SHEETS SMITH WEALTH MANAGEMENT has made 17 purchases of QQQ, at an average price of $258.11, for a total of 70,457.00 shares. In addition, there have been 22 sales at an average price of $359.06 for 45,920.00 shares. Based on historical transaction data and QQQ's current price of $561.26, SHEETS SMITH WEALTH MANAGEMENT's estimated gain on his QQQ holdings is $12.07 Mil, reflecting a 66.39% gain to date.
SHEETS SMITH WEALTH MANAGEMENT QQQ ($561.26) Holding Chart
SHEETS SMITH WEALTH MANAGEMENT QQQ ($561.26) 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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