LifeSteps Financial, Inc. QQQ Holdings History
LifeSteps Financial, Inc.'s INVESCO QQQ Trust Holding Summary
As of 2025-06-30, LifeSteps Financial, Inc. held 41,301.00 shares of INVESCO QQQ Trust(QQQ), totaling $22.78 Mil. This investment constitutes 15.66% of their stock portfolio, and LifeSteps Financial, Inc. now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2019Q4. And since then LifeSteps Financial, Inc. has made 13 purchases of QQQ, at an average price of $231.44, for a total of 50,058.00 shares. In addition, there have been 9 sales at an average price of $335.26 for 8,757.00 shares. Based on historical transaction data and QQQ's current price of $565.01, LifeSteps Financial, Inc.'s estimated gain on his QQQ holdings is $14.69 Mil, reflecting a 126.76% gain to date.
LifeSteps Financial, Inc. QQQ ($565.01) Holding Chart
LifeSteps Financial, Inc. QQQ ($565.01) 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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