Refined Wealth Management QQQ Holdings History
Number of Shares
24,987.00
Current Holdings Value*
$13.78 Mil
% of Portfolio
9.47%
Total Estimate Gain
$1.35 Mil
% of Total Estimate Gain
10.62%
Refined Wealth Management's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, Refined Wealth Management held 24,987.00 shares of INVESCO QQQ Trust(QQQ), totaling $13.78 Mil. This investment constitutes 9.47% of their stock portfolio, and Refined Wealth Management now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2025Q1. And since then Refined Wealth Management has made 2 purchases of QQQ, at an average price of $507.89, for a total of 24,987.00 shares. Based on historical transaction data and QQQ's current price of $561.82, Refined Wealth Management's estimated gain on his QQQ holdings is $1.35 Mil, reflecting a 10.62% gain to date.
Refined Wealth Management QQQ ($561.82) Holding Chart
Refined Wealth Management QQQ ($561.82) 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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