Towerpoint Wealth, LLC QQQ Holdings History
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 $561.80, Towerpoint Wealth, LLC's estimated gain on his QQQ holdings is $170,592.74, reflecting a 13.87% gain to date.
Towerpoint Wealth, LLC QQQ ($561.80) Holding Chart
Towerpoint Wealth, LLC QQQ ($561.80) 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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