SOUND MIND INVESTING DYNAMIC ALLOCATION FUND QQQ Holdings History
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's INVESCO QQQ Trust Holding Summary
As of 2025-04-30, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND held 6,240.00 shares of INVESCO QQQ Trust(QQQ), totaling $2.97 Mil. This investment constitutes 5.02% of their stock portfolio, and SOUND MIND INVESTING DYNAMIC ALLOCATION FUND now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2024Q2. And since then SOUND MIND INVESTING DYNAMIC ALLOCATION FUND has made 2 purchases of QQQ, at an average price of $455.57, for a total of 37,030.00 shares. In addition, there have been 2 sales at an average price of $484.99 for 30,790.00 shares. Based on historical transaction data and QQQ's current price of $555.45, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's estimated gain on his QQQ holdings is $1.53 Mil, reflecting a 9.06% gain to date.
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND QQQ ($555.45) Holding Chart
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND QQQ ($555.45) 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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