edward jones stock - New Portfolio

sheldon j

edward jones stock
Individual Investor
Ranked #110,469 out of 764,630 TipRanks' Investors
Success Rate
63%
137 out of 216
profitable transactions
Average Return
10.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.82%
6-Month Return▲ 9.23%
12-Month Return-
YTD Return▲ 18.01%
Total Return▲ 21.86%

Best Trade

Opened at
Closed at-
Gain▲ 751.48%

Bio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 2.96%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.01%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.23%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.37%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.07%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.63%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 2.96%
▼ 12.40%▼ 4.03%▼ 1.52%
▲ 11.46%▲ 5.06%▲ 0.01%
▼ 2.25%▲ 3.53%▲ 0.23%
▲ 25.72%▲ 1.21%▲ 4.37%
▼ 4.21%▲ 2.34%▲ 2.55%
▲ 7.82%▲ 2.10%▲ 1.07%
▲ 6.02%▼ 0.89%▲ 1.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zeta Global Holdings Corp
▲ 3.11%
2
Close
Nov 02, 2024
CareDx
0%
0.00%
1
Open
Nov 02, 2024
GeneDx Holdings
4.11%
▲ 742.35%
3
Buy
Nov 01, 2024
Myriad Genetics
0.48%
▲ 4.42%
3
Open
Nov 01, 2024
iShares U.S. Regional Banks ETF
▼ 0.69%
2
Close
Nov 01, 2024
MFA Financial
0.33%
▲ 0.34%
2
Buy
Oct 31, 2024
iShares U.S. Infrastructure ETF
▲ 0.13%
2
Close
Oct 30, 2024
iShares Global Infrastructure ETF
▼ 0.20%
2
Close
Oct 30, 2024
SPDR Portfolio S&P 500 High Dividend ETF
▲ 0.44%
2
Close
Oct 30, 2024
Joby Aviation
▼ 0.40%
2
Close
Oct 30, 2024
BlackSky Technology
0.18%
▲ 1.03%
1
Open
Oct 30, 2024
MFS Growth Allocation Fund - Class A
26.02%
▲ 6.68%
28
Sell
Oct 29, 2024
iShares Future AI & Tech ETF
0.89%
▼ 3.10%
4
Buy
Oct 28, 2024
iShares A.I. Innovation and Tech Active ETF
▲ 1.59%
2
Close
Oct 28, 2024
iShares Technology Opportunities Active ETF
▲ 1.21%
2
Close
Oct 28, 2024
Kratos Defense
▲ 1.04%
2
Close
Oct 26, 2024
Opendoor Technologies
▲ 2.31%
2
Close
Oct 24, 2024
Super Micro Computer
▼ 2.45%
4
Close
Oct 23, 2024
iShares Global Utilities ETF
▲ 1.25%
2
Close
Oct 23, 2024
Kopin
▲ 2.68%
2
Close
Oct 23, 2024