Number of Shares
1,132.00
Current Holdings Value*
$624,420.00
% of Portfolio
0.28%
Total Estimate Gain
$169,981.46
% of Total Estimate Gain
13.82%

Towerpoint Wealth, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, Towerpoint Wealth, LLC held 1,132.00 shares of INVESCO QQQ Trust(QQQ), totaling $624,420.00. This investment constitutes 0.28% of their stock portfolio, and Towerpoint Wealth, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2021Q4. And since then Towerpoint Wealth, LLC has made 7 purchases of QQQ, at an average price of $419.35, for a total of 2,934.00 shares. In addition, there have been 4 sales at an average price of $424.53 for 1,802.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Towerpoint Wealth, LLC's estimated gain on his QQQ holdings is $169,981.46, reflecting a 13.82% gain to date.

Towerpoint Wealth, LLC QQQ ($561.26) Holding Chart

Towerpoint Wealth, 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 %

Top Ranked Articles

  • 1