AJ WEALTH STRATEGIES, LLC QQQ Holdings History
AJ WEALTH STRATEGIES, LLC's INVESCO QQQ Trust Holding Summary
As of 2023-06-30, AJ WEALTH STRATEGIES, LLC held 218,352.00 shares of INVESCO QQQ Trust(QQQ), totaling $80.66 Mil. This investment constitutes 3.9% of their stock portfolio, and AJ WEALTH STRATEGIES, LLC now holds 0.04% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2018Q2. And since then AJ WEALTH STRATEGIES, LLC has made 13 purchases of QQQ, at an average price of $210.89, for a total of 706,662.00 shares. In addition, there have been 8 sales at an average price of $268.19 for 488,310.00 shares. Based on historical transaction data and QQQ's current price of $551.64, AJ WEALTH STRATEGIES, LLC's estimated gain on his QQQ holdings is $102.38 Mil, reflecting a 68.70% gain to date.
AJ WEALTH STRATEGIES, LLC QQQ ($551.64) Holding Chart
AJ WEALTH STRATEGIES, LLC QQQ ($551.64) 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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