Optimist Retirement Group LLC QQQ Holdings History
Optimist Retirement Group LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Optimist Retirement Group LLC held 6,673.00 shares of INVESCO QQQ Trust(QQQ), totaling $3.13 Mil. This investment constitutes 1.57% of their stock portfolio, and Optimist Retirement Group LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2023Q4. And since then Optimist Retirement Group LLC has made 4 purchases of QQQ, at an average price of $380.11, for a total of 6,782.00 shares. In addition, there have been 1 sales at an average price of $449.75 for 109.00 shares. Based on historical transaction data and QQQ's current price of $565.01, Optimist Retirement Group LLC's estimated gain on his QQQ holdings is $1.24 Mil, reflecting a 48.16% gain to date.
Optimist Retirement Group LLC QQQ ($565.01) Holding Chart
Optimist Retirement Group LLC 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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