KENFARB & CO. QQQ Holdings History
Number of Shares
1,599.00
Current Holdings Value*
$572,850.00
% of Portfolio
0.52%
Total Estimate Gain
$204,509.55
% of Total Estimate Gain
19.95%
KENFARB & CO.'s INVESCO QQQ Trust Holding Summary
As of 2023-09-30, KENFARB & CO. held 1,599.00 shares of INVESCO QQQ Trust(QQQ), totaling $572,850.00. This investment constitutes 0.52% of their stock portfolio, and KENFARB & CO. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q4. In addition, there have been 5 sales at an average price of $328.44 for 1,057.00 shares. Based on historical transaction data and QQQ's current price of $552.03, KENFARB & CO.'s estimated gain on his QQQ holdings is $204,509.55, reflecting a 19.95% gain to date.
KENFARB & CO. QQQ ($552.03) Holding Chart
KENFARB & CO. QQQ ($552.03) 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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