Tempus Wealth Planning, LLC QQQ Holdings History
Tempus Wealth Planning, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Tempus Wealth Planning, LLC held 13,954.00 shares of INVESCO QQQ Trust(QQQ), totaling $6.54 Mil. This investment constitutes 1.95% of their stock portfolio, and Tempus Wealth Planning, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2019Q4. And since then Tempus Wealth Planning, LLC has made 14 purchases of QQQ, at an average price of $366.80, for a total of 16,885.00 shares. In addition, there have been 7 sales at an average price of $299.13 for 2,931.00 shares. Based on historical transaction data and QQQ's current price of $547.14, Tempus Wealth Planning, LLC's estimated gain on his QQQ holdings is $2.32 Mil, reflecting a 37.43% gain to date.
Tempus Wealth Planning, LLC QQQ ($547.14) Holding Chart
Tempus Wealth Planning, LLC QQQ ($547.14) 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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