Number of Shares
1,731.00
Current Holdings Value*
$811,700.00
% of Portfolio
0.62%
Total Estimate Gain
$643,752.48
% of Total Estimate Gain
97.47%

CHARTER RESEARCH & INVESTMENT GROUP, INC.'s INVESCO QQQ Trust Holding Summary

As of 2025-03-31, CHARTER RESEARCH & INVESTMENT GROUP, INC. held 1,731.00 shares of INVESCO QQQ Trust(QQQ), totaling $811,700.00. This investment constitutes 0.62% of their stock portfolio, and CHARTER RESEARCH & INVESTMENT GROUP, INC. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2015Q1. And since then CHARTER RESEARCH & INVESTMENT GROUP, INC. has made 5 purchases of QQQ, at an average price of $178.88, for a total of 3,692.00 shares. In addition, there have been 3 sales at an average price of $171.03 for 1,961.00 shares. Based on historical transaction data and QQQ's current price of $559.67, CHARTER RESEARCH & INVESTMENT GROUP, INC.'s estimated gain on his QQQ holdings is $643,752.48, reflecting a 97.47% gain to date.

CHARTER RESEARCH & INVESTMENT GROUP, INC. QQQ ($559.67) Holding Chart

CHARTER RESEARCH & INVESTMENT GROUP, INC. QQQ ($559.67) 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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