Calton & Associates, Inc. QQQ Holdings History
Calton & Associates, Inc.'s INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Calton & Associates, Inc. held 40,278.00 shares of INVESCO QQQ Trust(QQQ), totaling $18.89 Mil. This investment constitutes 4.31% of their stock portfolio, and Calton & Associates, Inc. now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2018Q2. And since then Calton & Associates, Inc. has made 13 purchases of QQQ, at an average price of $291.70, for a total of 116,504.00 shares. In addition, there have been 15 sales at an average price of $323.70 for 76,226.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Calton & Associates, Inc.'s estimated gain on his QQQ holdings is $13.30 Mil, reflecting a 39.13% gain to date.
Calton & Associates, Inc. QQQ ($561.26) Holding Chart
Calton & Associates, Inc. QQQ ($561.26) 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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