Number of Shares
5,788.00
Current Holdings Value*
$2.71 Mil
% of Portfolio
0.23%
Total Estimate Gain
$1.42 Mil
% of Total Estimate Gain
15.57%

Koss-Olinger Consulting, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Koss-Olinger Consulting, LLC held 5,788.00 shares of INVESCO QQQ Trust(QQQ), totaling $2.71 Mil. This investment constitutes 0.23% of their stock portfolio, and Koss-Olinger Consulting, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2021Q1. And since then Koss-Olinger Consulting, LLC has made 8 purchases of QQQ, at an average price of $391.81, for a total of 23,339.00 shares. In addition, there have been 8 sales at an average price of $417.04 for 17,551.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Koss-Olinger Consulting, LLC's estimated gain on his QQQ holdings is $1.42 Mil, reflecting a 15.57% gain to date.

Koss-Olinger Consulting, LLC QQQ ($561.26) Holding Chart

Koss-Olinger Consulting, 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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