Carter Financial Group, INC. QQQ Holdings History
Number of Shares
28,002.00
Current Holdings Value*
$10.15 Mil
% of Portfolio
13.61%
Total Estimate Gain
$5.78 Mil
% of Total Estimate Gain
58.20%
Carter Financial Group, INC.'s INVESCO QQQ Trust Holding Summary
As of 2022-03-31, Carter Financial Group, INC. held 28,002.00 shares of INVESCO QQQ Trust(QQQ), totaling $10.15 Mil. This investment constitutes 13.61% of their stock portfolio, and Carter Financial Group, INC. now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q1. Based on historical transaction data and QQQ's current price of $561.26, Carter Financial Group, INC.'s estimated gain on his QQQ holdings is $5.78 Mil, reflecting a 58.20% gain to date.
Carter Financial Group, INC. QQQ ($561.26) Holding Chart
Carter Financial Group, 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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