SWEENEY & MICHEL, LLC QQQ Holdings History

Number of Shares
1,368.00
Current Holdings Value*
$758,070.00
% of Portfolio
0.27%
Total Estimate Gain
$126,063.74
% of Total Estimate Gain
19.64%

SWEENEY & MICHEL, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, SWEENEY & MICHEL, LLC held 1,368.00 shares of INVESCO QQQ Trust(QQQ), totaling $758,070.00. This investment constitutes 0.27% of their stock portfolio, and SWEENEY & MICHEL, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q1. And since then SWEENEY & MICHEL, LLC has made 5 purchases of QQQ, at an average price of $469.11, for a total of 1,368.00 shares. Based on historical transaction data and QQQ's current price of $561.26, SWEENEY & MICHEL, LLC's estimated gain on his QQQ holdings is $126,063.74, reflecting a 19.64% gain to date.

SWEENEY & MICHEL, LLC QQQ ($561.26) Holding Chart

SWEENEY & MICHEL, LLC 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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