CHERRYDALE WEALTH MANAGEMENT, LLC QQQ Holdings History
CHERRYDALE WEALTH MANAGEMENT, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, CHERRYDALE WEALTH MANAGEMENT, LLC held 14,041.00 shares of INVESCO QQQ Trust(QQQ), totaling $6.58 Mil. This investment constitutes 2.6% of their stock portfolio, and CHERRYDALE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q4. And since then CHERRYDALE WEALTH MANAGEMENT, LLC has made 7 purchases of QQQ, at an average price of $403.78, for a total of 48,742.00 shares. In addition, there have been 6 sales at an average price of $288.66 for 34,701.00 shares. Based on historical transaction data and QQQ's current price of $546.22, CHERRYDALE WEALTH MANAGEMENT, LLC's estimated gain on his QQQ holdings is $-1.99 Mil, reflecting a -10.14% gain to date.
CHERRYDALE WEALTH MANAGEMENT, LLC QQQ ($546.22) Holding Chart
CHERRYDALE WEALTH MANAGEMENT, LLC QQQ ($546.22) 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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