Carlton Hofferkamp & Jenks Wealth Management, LLC Closed Holding Positions

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • $246 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NEM
Newmont Corp

Basic Materials
Q2 2022 Filed on Jul 12, 2022
2,580
$59.67 - $85.42 $154K - $220K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2022 Filed on Jul 12, 2022
4,475
$39.4 - $46.71 $176K - $209K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2022 Filed on Jul 12, 2022
2,385
$99.01 - $106.84 $236K - $255K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Jul 12, 2022
1,959
$57.51 - $145.19 $113K - $284K
Wisdomtree Tr
Q2 2022 Filed on Jul 12, 2022
38,353
N/A
META
Meta Platforms, Inc.

Communication Services
Q2 2022 Filed on Jul 12, 2022
1,210
$155.85 - $233.89 $189K - $283K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
1,144
$156.38 - $207.21 $179K - $237K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
Q4 2021 Filed on Jan 26, 2022
7,426
$82.88 - $91.64 $615K - $681K
DINT
Davis Fundamental ETF Tr

ETFs
Q3 2021 Filed on Nov 09, 2021
9,635
$19.36 - $23.2 $187K - $224K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q3 2021 Filed on Nov 09, 2021
4,500
$50.69 - $50.74 $228K - $228K
NUE
Nucor Corp

Basic Materials
Q1 2021 Filed on Apr 28, 2021
5,700
$48.73 - $80.39 $278K - $458K
RKT
Rocket Companies, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
11,110
$19.35 - $41.6 $215K - $462K
General Electric CO
Q3 2020 Filed on Nov 12, 2020
10,052
N/A
Alps ETF Tr
Q2 2020 Filed on Jul 30, 2020
13,000
N/A
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2020 Filed on Jul 30, 2020
11,046
$118.46 - $123.2 $1.31M - $1.36M
Nabors Industries LTD
Q1 2020 Filed on Apr 30, 2020
15,950
N/A
LEG
Leggett & Platt Inc

Consumer Cyclical
Q4 2019 Filed on Jan 28, 2020
16,362
$38.45 - $55.18 $629K - $903K
CTVA
Corteva, Inc.

Basic Materials
Q3 2019 Filed on Oct 11, 2019
7,632
$26.43 - $31.63 $202K - $241K
SO
Southern CO

Utilities
Q3 2019 Filed on Oct 11, 2019
5,533
$54.84 - $61.98 $303K - $343K
Dowdupont Inc
Q2 2019 Filed on Jul 18, 2019
23,132
N/A
Columbia Ppty Tr Inc
Q1 2019 Filed on Apr 22, 2019
10,161
N/A
Citigroup Inc
Q1 2019 Filed on Apr 22, 2019
9,870
N/A
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q4 2018 Filed on Jan 29, 2019
3,780
$65.43 - $87.61 $247K - $331K
VDE
Vanguard Energy ETF

ETFs
Q4 2018 Filed on Jan 29, 2019
3,635
N/A
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2018 Filed on Jul 06, 2018
2,850
$81.48 - $100.5 $232K - $286K
Guggenheim ETF
Q2 2018 Filed on Jul 06, 2018
130,538
N/A
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q2 2018 Filed on Jul 06, 2018
3,863
N/A
Chicago Bridge & Iron
Q2 2018 Filed on Jul 06, 2018
15,130
N/A
Powershares Qqq Trust
Q2 2018 Filed on Jul 06, 2018
2,532
N/A
GS
Goldman Sachs Group Inc

Financial Services
Q1 2018 Filed on Apr 18, 2018
1,855
$245.26 - $273.38 $455K - $507K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q4 2017 Filed on Jan 26, 2018
14,778
N/A
Rice Energy Inc
Q4 2017 Filed on Jan 26, 2018
16,600
N/A
UAA
Under Armour, Inc.

Consumer Cyclical
Q4 2017 Filed on Jan 26, 2018
14,083
$11.61 - $17.48 $164K - $246K
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