My Personal CFO, LLC QQQ Holdings History

Number of Shares
14,984.00
Current Holdings Value*
$7.03 Mil
% of Portfolio
3.54%
Total Estimate Gain
$2.72 Mil
% of Total Estimate Gain
33.11%

My Personal CFO, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, My Personal CFO, LLC held 14,984.00 shares of INVESCO QQQ Trust(QQQ), totaling $7.03 Mil. This investment constitutes 3.54% of their stock portfolio, and My Personal CFO, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2021Q4. And since then My Personal CFO, LLC has made 7 purchases of QQQ, at an average price of $360.96, for a total of 22,773.00 shares. In addition, there have been 6 sales at an average price of $325.08 for 7,789.00 shares. Based on historical transaction data and QQQ's current price of $561.26, My Personal CFO, LLC's estimated gain on his QQQ holdings is $2.72 Mil, reflecting a 33.11% gain to date.

My Personal CFO, LLC QQQ ($561.26) Holding Chart

My Personal CFO, 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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