Number of Shares
3,883.00
Current Holdings Value*
$1.82 Mil
% of Portfolio
0.98%
Total Estimate Gain
$429,318.55
% of Total Estimate Gain
22.92%

Viewpoint Capital Management LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Viewpoint Capital Management LLC held 3,883.00 shares of INVESCO QQQ Trust(QQQ), totaling $1.82 Mil. This investment constitutes 0.98% of their stock portfolio, and Viewpoint Capital Management LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2021Q4. And since then Viewpoint Capital Management LLC has made 7 purchases of QQQ, at an average price of $428.64, for a total of 4,370.00 shares. In addition, there have been 2 sales at an average price of $413.06 for 487.00 shares. Based on historical transaction data and QQQ's current price of $541.16, Viewpoint Capital Management LLC's estimated gain on his QQQ holdings is $429,318.55, reflecting a 22.92% gain to date.

Viewpoint Capital Management LLC QQQ ($541.16) Holding Chart

Viewpoint Capital Management LLC QQQ ($541.16) 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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