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edward jones stock - New Portfolio

sheldon j

edward jones stock
Individual Investor
Ranked #104,472 out of 769,002 TipRanks' Investors
Success Rate
66%
152 out of 231
profitable transactions
Average Return
11.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.65%
6-Month Return▲ 11.89%
12-Month Return-
YTD Return▲ 22.50%
Total Return▲ 26.49%

Best Trade

Opened at
Closed at-
Gain▲ 659.91%

Bio

Performance

25.72%0-25.72%
▼ 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
▼ 4.22%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.07%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.67%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 4.14%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.52%
▲ 11.46%▲ 5.06%▲ 0.01%
▼ 2.25%▲ 3.53%▲ 0.23%
▲ 25.72%▲ 1.21%▲ 4.37%
▼ 4.22%▲ 2.34%▲ 2.55%
▲ 7.82%▲ 2.10%▲ 1.07%
▲ 5.70%▼ 0.89%▲ 1.67%
▲ 21.94%▲ 3.81%▲ 4.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Black Hills
▲ 0.33%
2
Close
Nov 19, 2024
Centerpoint Energy
0%
▲ 0.54%
1
Open
Nov 19, 2024
OGE Energy
0%
▼ 0.14%
1
Open
Nov 19, 2024
iShares Global Utilities ETF
▲ 0.69%
4
Close
Nov 17, 2024
Procore Technologies
▼ 3.48%
2
Close
Nov 17, 2024
Infineon
▲ 2.42%
2
Close
Nov 10, 2024
SPDR S&P Global Infrastructure ETF
0%
▲ 0.72%
1
Open
Nov 10, 2024
iShares S&P 500 Consumer Staples Sector UCITS ETF
▲ 0.41%
3
Close
Nov 06, 2024
Innovator S&P Investment Grade Preferred ETF
▼ 3.23%
1
Close
Nov 05, 2024
Knightscope Inc Class A
0.45%
▼ 12.44%
1
Open
Nov 05, 2024
CareDx
0.00%
2
Close
Nov 04, 2024
iShares Global Clean Energy ETF
0.3%
▼ 10.19%
1
Open
Nov 04, 2024
iShares U.S. Manufacturing ETF
▲ 4.36%
1
Close
Nov 04, 2024
Zeta Global Holdings Corp
▲ 1.37%
2
Close
Nov 02, 2024
GeneDx Holdings
3.66%
▲ 430.93%
3
Buy
Nov 01, 2024
Myriad Genetics
0.38%
▼ 5.27%
3
Open
Nov 01, 2024
iShares U.S. Regional Banks ETF
▼ 0.69%
2
Close
Nov 01, 2024
MFA Financial
0.28%
▼ 10.70%
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