StoneCrest Wealth Management, Inc. QQQM Holdings History
StoneCrest Wealth Management, Inc.'s Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, StoneCrest Wealth Management, Inc. held 65,505.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $12.64 Mil. This investment constitutes 8.03% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0.03% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2023Q4. And since then StoneCrest Wealth Management, Inc. has made 2 purchases of QQQM, at an average price of $157.97, for a total of 66,790.00 shares. In addition, there have been 3 sales at an average price of $187.12 for 1,285.00 shares. Based on historical transaction data and QQQM's current price of $228.13, StoneCrest Wealth Management, Inc.'s estimated gain on his QQQM holdings is $4.63 Mil, reflecting a 43.91% gain to date.
StoneCrest Wealth Management, Inc. QQQM ($228.13) Holding Chart
StoneCrest Wealth Management, Inc. QQQM ($228.13) 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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