tiprankstipranks

edward jones stock - New Portfolio

sheldon j

edward jones stock
Individual Investor
Ranked #146,720 out of 775,923 TipRanks' Investors
Success Rate
60%
146 out of 244
profitable transactions
Average Return
13.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.91%
6-Month Return▲ 20.18%
12-Month Return▲ 26.66%
YTD Return▲ 26.66%
Total Return▲ 30.79%

Best Trade

Opened at
Closed at-
Gain▲ 747.75%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 0.01%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.23%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.37%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.07%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.67%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 8.44%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 0.70%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 0.01%
▼ 2.25%▲ 3.53%▲ 0.23%
▲ 25.71%▲ 1.21%▲ 4.37%
▼ 4.22%▲ 2.34%▲ 2.55%
▲ 7.82%▲ 2.10%▲ 1.07%
▲ 5.38%▼ 0.89%▲ 1.67%
▲ 43.22%▲ 5.96%▲ 8.44%
▲ 3.34%▼ 1.56%▼ 0.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares S&P Small-Cap 600 Value ETF
2.72%
▲ 10.41%
5
Buy
Dec 21, 2024
iShares S&P Mid-Cap 400 Growth ETF
2.26%
▲ 2.85%
4
Buy
Dec 21, 2024
iShares Future AI & Tech ETF
0.93%
▲ 4.46%
5
Buy
Dec 21, 2024
SPDR S&P BIOTECH ETF
0.00%
2
Close
Dec 16, 2024
MoneyLion
0%
▼ 0.72%
1
Open
Dec 13, 2024
iShares Global Utilities ETF
0%
▼ 0.18%
5
Open
Dec 12, 2024
Utilities Select Sector SPDR Fund
0%
▼ 1.56%
3
Open
Dec 12, 2024
Bank of America
1.1%
▲ 15.15%
5
Buy
Dec 06, 2024
Ford Motor
0.75%
▼ 8.15%
9
Buy
Dec 06, 2024
Aegon
0.15%
▼ 6.50%
4
Buy
Dec 06, 2024
Invesco
0.44%
▲ 7.79%
5
Sell
Dec 06, 2024
PG&E
0.49%
▼ 4.94%
2
Buy
Dec 02, 2024
EA Bridgeway Blue Chip ETF
0.00%
2
Close
Dec 02, 2024
First Trust Global Wind Energy ETF
▼ 6.42%
1
Close
Dec 02, 2024
iShares Emerging Markets Infrastructure ETF
▲ 1.27%
1
Close
Dec 02, 2024
GeneDx Holdings
5.71%
▲ 368.91%
4
Buy
Nov 29, 2024
SPDR S&P Global Infrastructure ETF
▲ 1.98%
2
Close
Nov 26, 2024
Financial Select Sector SPDR Fund
▲ 0.20%
2
Close
Nov 26, 2024
Ish.Frf Sp Care
0.00%
2
Close
Nov 25, 2024
ProShares S&P 500 Ex-Health Care ETF
0.00%
2
Close
Nov 25, 2024