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edward jones stock - New Portfolio

PerformancePortfolio Details

sheldon j

edward jones stock
Individual Investor
Ranked #99,192 out of 747,498 TipRanks' Investors
Success Rate
66%
89 out of 135
profitable transactions
Average Return
5.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.32%
6-Month Return▲ 8.38%
12-Month Return-
YTD Return▲ 9.90%
Total Return▲ 13.49%

Best Trade

AssetGeneDx Hold... (WGS)
Opened at
Closed at-
Gain▲ 248.63%

Bio

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 3.26%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.41%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.76%
Feb 2024
▲ 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%
▲ 0.26%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 2.74%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 3.26%
▼ 1.87%▲ 1.59%▲ 2.41%
▲ 14.08%▲ 5.22%▲ 2.76%
▲ 5.05%▲ 3.27%▲ 2.96%
▼ 12.40%▼ 4.03%▼ 1.52%
▲ 11.46%▲ 5.06%▲ 0.01%
▼ 2.25%▲ 3.53%▲ 0.26%
▲ 29.87%▲ 0.88%▲ 2.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SMR
NuScale Power
―
▼ 7.53%
2
Close
Jul 19, 2024
NVDY
YieldMax NVDA Option Income Strategy ETF
―
▼ 5.59%
2
Close
Jul 19, 2024
IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
0%
0.00%
1
Open
Jul 19, 2024
QS
QuantumScape
―
▲ 4.48%
2
Close
Jul 15, 2024
AEG
Aegon
0.2%
▼ 0.24%
2
Buy
Jul 09, 2024
AMD
Advanced Micro Devices
―
0.00%
2
Close
Jul 08, 2024
CFLT
Confluent
―
0.00%
2
Close
Jul 07, 2024
PLAB
Photronics
―
0.00%
2
Close
Jul 07, 2024
SCSC
ScanSource
―
0.00%
2
Close
Jul 07, 2024
VOOV
Vanguard S&P 500 Value ETF
―
▼ 0.55%
2
Close
Jul 05, 2024
AAL
American Airlines
0.99%
▼ 17.26%
3
Buy
Jul 03, 2024
BAC
Bank of America
1.32%
▲ 17.88%
3
Buy
Jul 03, 2024
VOO
Vanguard S&P 500 ETF
31.84%
▲ 5.15%
5
Buy
Jul 02, 2024
NVDA
Nvidia
3.83%
▼ 6.44%
2
Buy
Jul 02, 2024
F
Ford Motor
0.89%
▲ 22.98%
3
Sell
Jun 26, 2024
XLE
Energy Select Sector SPDR Fund
2.87%
▼ 1.38%
2
Buy
Jun 26, 2024
IJS
iShares S&P Small-Cap 600 Value ETF
3.29%
▲ 7.56%
3
Buy
Jun 26, 2024
GOVT
iShares U.S. Treasury Bond ETF
―
▲ 0.89%
2
Close
Jun 13, 2024
XLP
Consumer Staples Select Sector SPDR Fund
―
▼ 0.05%
2
Close
Jun 11, 2024
XLC
Communication Services Select Sector SPDR Fund
―
▲ 0.19%
2
Close
Jun 11, 2024