Number of Shares
9,566.00
Current Holdings Value*
$4.49 Mil
% of Portfolio
5.9%
Total Estimate Gain
$1.86 Mil
% of Total Estimate Gain
45.15%

Valued Retirements, Inc.'s INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Valued Retirements, Inc. held 9,566.00 shares of INVESCO QQQ Trust(QQQ), totaling $4.49 Mil. This investment constitutes 5.9% of their stock portfolio, and Valued Retirements, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2023Q4. And since then Valued Retirements, Inc. has made 2 purchases of QQQ, at an average price of $380.04, for a total of 10,835.00 shares. In addition, there have been 2 sales at an average price of $478.93 for 1,269.00 shares. Based on historical transaction data and QQQ's current price of $561.25, Valued Retirements, Inc.'s estimated gain on his QQQ holdings is $1.86 Mil, reflecting a 45.15% gain to date.

Valued Retirements, Inc. QQQ ($561.25) Holding Chart

Valued Retirements, Inc. QQQ ($561.25) 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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