Carlton Hofferkamp & Jenks Wealth Management, LLC QQQ Holdings History
Carlton Hofferkamp & Jenks Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Carlton Hofferkamp & Jenks Wealth Management, LLC held 9,172.00 shares of INVESCO QQQ Trust(QQQ), totaling $4.07 Mil. This investment constitutes 1.68% of their stock portfolio, and Carlton Hofferkamp & Jenks Wealth Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2018Q2. And since then Carlton Hofferkamp & Jenks Wealth Management, LLC has made 22 purchases of QQQ, at an average price of $302.24, for a total of 11,285.00 shares. In addition, there have been 6 sales at an average price of $216.20 for 2,113.00 shares. Based on historical transaction data and QQQ's current price of $561.25, Carlton Hofferkamp & Jenks Wealth Management, LLC's estimated gain on his QQQ holdings is $2.19 Mil, reflecting a 64.32% gain to date.
Carlton Hofferkamp & Jenks Wealth Management, LLC QQQ ($561.25) Holding Chart
Carlton Hofferkamp & Jenks Wealth Management, LLC 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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