Roger Wittlin Investment Advisory, LLC QQQ Holdings History
Roger Wittlin Investment Advisory, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, Roger Wittlin Investment Advisory, LLC held 13,222.00 shares of INVESCO QQQ Trust(QQQ), totaling $7.29 Mil. This investment constitutes 4.07% of their stock portfolio, and Roger Wittlin Investment Advisory, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q4. And since then Roger Wittlin Investment Advisory, LLC has made 9 purchases of QQQ, at an average price of $361.84, for a total of 30,602.00 shares. In addition, there have been 5 sales at an average price of $312.26 for 17,380.00 shares. Based on historical transaction data and QQQ's current price of $563.81, Roger Wittlin Investment Advisory, LLC's estimated gain on his QQQ holdings is $1.81 Mil, reflecting a 16.33% gain to date.
Roger Wittlin Investment Advisory, LLC QQQ ($563.81) Holding Chart
Roger Wittlin Investment Advisory, LLC QQQ ($563.81) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
