STRATEGIC WEALTH MANAGEMENT INC QQQ Holdings History
STRATEGIC WEALTH MANAGEMENT INC's INVESCO QQQ Trust Holding Summary
As of 2021-12-31, STRATEGIC WEALTH MANAGEMENT INC held 13,466.00 shares of INVESCO QQQ Trust(QQQ), totaling $5.36 Mil. This investment constitutes 2.65% of their stock portfolio, and STRATEGIC WEALTH MANAGEMENT INC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2013Q4. And since then STRATEGIC WEALTH MANAGEMENT INC has made 4 purchases of QQQ, at an average price of $101.18, for a total of 168,596.00 shares. In addition, there have been 10 sales at an average price of $124.39 for 155,130.00 shares. Based on historical transaction data and QQQ's current price of $561.26, STRATEGIC WEALTH MANAGEMENT INC's estimated gain on his QQQ holdings is $9.80 Mil, reflecting a 57.43% gain to date.
STRATEGIC WEALTH MANAGEMENT INC QQQ ($561.26) Holding Chart
STRATEGIC WEALTH MANAGEMENT INC 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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