Number of Shares
51,341.00
Current Holdings Value*
$21.03 Mil
% of Portfolio
5.11%
Total Estimate Gain
$13.18 Mil
% of Total Estimate Gain
78.43%

Traverso Chambers Private Wealth Management, LLC's INVESCO QQQ Trust Holding Summary

As of 2023-12-31, Traverso Chambers Private Wealth Management, LLC held 51,341.00 shares of INVESCO QQQ Trust(QQQ), totaling $21.03 Mil. This investment constitutes 5.11% of their stock portfolio, and Traverso Chambers Private Wealth Management, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2018Q4. And since then Traverso Chambers Private Wealth Management, LLC has made 9 purchases of QQQ, at an average price of $293.08, for a total of 57,330.00 shares. In addition, there have been 9 sales at an average price of $323.93 for 5,989.00 shares. Based on historical transaction data and QQQ's current price of $546.15, Traverso Chambers Private Wealth Management, LLC's estimated gain on his QQQ holdings is $13.18 Mil, reflecting a 78.43% gain to date.

Traverso Chambers Private Wealth Management, LLC QQQ ($546.15) Holding Chart

Traverso Chambers Private Wealth Management, LLC QQQ ($546.15) 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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