YARGER WEALTH STRATEGIES, LLC QQQ Holdings History
YARGER WEALTH STRATEGIES, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, YARGER WEALTH STRATEGIES, LLC held 6,412.00 shares of INVESCO QQQ Trust(QQQ), totaling $3.01 Mil. This investment constitutes 1.75% of their stock portfolio, and YARGER WEALTH STRATEGIES, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q4. And since then YARGER WEALTH STRATEGIES, LLC has made 7 purchases of QQQ, at an average price of $459.73, for a total of 7,369.00 shares. In addition, there have been 4 sales at an average price of $341.97 for 957.00 shares. Based on historical transaction data and QQQ's current price of $561.14, YARGER WEALTH STRATEGIES, LLC's estimated gain on his QQQ holdings is $537,514.56, reflecting a 15.87% gain to date.
YARGER WEALTH STRATEGIES, LLC QQQ ($561.14) Holding Chart
YARGER WEALTH STRATEGIES, LLC QQQ ($561.14) 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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