WADE G W & INC QQQ Holdings History

Number of Shares
176,036.00
Current Holdings Value*
$72.09 Mil
% of Portfolio
2.34%
Total Estimate Gain
$57.91 Mil
% of Total Estimate Gain
134.77%

WADE G W & INC's INVESCO QQQ Trust Holding Summary

As of 2023-12-31, WADE G W & INC held 176,036.00 shares of INVESCO QQQ Trust(QQQ), totaling $72.09 Mil. This investment constitutes 2.34% of their stock portfolio, and WADE G W & INC now holds 0.03% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2014Q1. And since then WADE G W & INC has made 21 purchases of QQQ, at an average price of $225.02, for a total of 190,947.00 shares. In addition, there have been 10 sales at an average price of $139.16 for 14,911.00 shares. Based on historical transaction data and QQQ's current price of $561.26, WADE G W & INC's estimated gain on his QQQ holdings is $57.91 Mil, reflecting a 134.77% gain to date.

WADE G W & INC QQQ ($561.26) Holding Chart

WADE G W & INC 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 %

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