FORTEM FINANCIAL GROUP, LLC QQQ Holdings History
FORTEM FINANCIAL GROUP, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, FORTEM FINANCIAL GROUP, LLC held 11,495.00 shares of INVESCO QQQ Trust(QQQ), totaling $5.39 Mil. This investment constitutes 2.1% of their stock portfolio, and FORTEM FINANCIAL GROUP, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2019Q4. And since then FORTEM FINANCIAL GROUP, LLC has made 12 purchases of QQQ, at an average price of $240.16, for a total of 28,003.00 shares. In addition, there have been 11 sales at an average price of $317.50 for 16,508.00 shares. Based on historical transaction data and QQQ's current price of $561.26, FORTEM FINANCIAL GROUP, LLC's estimated gain on his QQQ holdings is $4.97 Mil, reflecting a 73.87% gain to date.
FORTEM FINANCIAL GROUP, LLC QQQ ($561.26) Holding Chart
FORTEM FINANCIAL GROUP, LLC 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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