Number of Shares
1,581.00
Current Holdings Value*
$741,360.00
% of Portfolio
0.42%
Total Estimate Gain
$3.28 Mil
% of Total Estimate Gain
13.73%

Wealth Quarterback LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Wealth Quarterback LLC held 1,581.00 shares of INVESCO QQQ Trust(QQQ), totaling $741,360.00. This investment constitutes 0.42% of their stock portfolio, and Wealth Quarterback LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2019Q4. And since then Wealth Quarterback LLC has made 8 purchases of QQQ, at an average price of $274.83, for a total of 86,833.00 shares. In addition, there have been 9 sales at an average price of $308.51 for 85,252.00 shares. Based on historical transaction data and QQQ's current price of $531.72, Wealth Quarterback LLC's estimated gain on his QQQ holdings is $3.28 Mil, reflecting a 13.73% gain to date.

Wealth Quarterback LLC QQQ ($531.72) Holding Chart

Wealth Quarterback LLC QQQ ($531.72) 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