Number of Shares
1,229.00
Current Holdings Value*
$576,410.00
% of Portfolio
0.18%
Total Estimate Gain
$550,519.86
% of Total Estimate Gain
58.10%

Hurlow Wealth Management Group, Inc.'s INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Hurlow Wealth Management Group, Inc. held 1,229.00 shares of INVESCO QQQ Trust(QQQ), totaling $576,410.00. This investment constitutes 0.18% of their stock portfolio, and Hurlow Wealth Management Group, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2021Q1. And since then Hurlow Wealth Management Group, Inc. has made 4 purchases of QQQ, at an average price of $304.09, for a total of 3,116.00 shares. In addition, there have been 6 sales at an average price of $434.60 for 1,887.00 shares. Based on historical transaction data and QQQ's current price of $551.64, Hurlow Wealth Management Group, Inc.'s estimated gain on his QQQ holdings is $550,519.86, reflecting a 58.10% gain to date.

Hurlow Wealth Management Group, Inc. QQQ ($551.64) Holding Chart

Hurlow Wealth Management Group, Inc. 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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