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A & W Enterprise (GC) - New Portfolio

Bryan M. Marshall Inc.

A & W Enterprise (GC)
Individual Investor
Ranked #433,702 out of 796,312 TipRanks' Investors
Success Rate
23%
5 out of 22
profitable transactions
Average Return
-15.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 13.02%
6-Month Return▼ 21.86%
12-Month Return-
YTD Return▼ 26.14%
Total Return▼ 11.90%

Best Trade

Opened at
Closed at-
Gain▲ 14.27%

Bio

apple.com | apple-incorporated.com | apple-inc.link | ??

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 6.27%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.19%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 17.38%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 5.98%
Dec 2024
▲ 5.99%
▲ 2.69%
▼ 2.31%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 10.64%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.16%
Mar 2025
▼ 8.94%
▼ 6.03%
▼ 11.71%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 6.27%
▲ 10.00%▼ 0.89%▼ 2.19%
▲ 25.98%▲ 5.96%▲ 17.38%
▲ 5.34%▼ 2.41%▼ 5.98%
▲ 5.99%▲ 2.69%▼ 2.31%
▼ 12.86%▼ 1.27%▼ 10.64%
▼ 1.80%▼ 5.57%▼ 4.16%
▼ 8.94%▼ 6.03%▼ 11.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
18.91%
▼ 12.91%
3
Buy
Jan 26, 2025
Nasdaq-100 Index Fund Class K
0%
▼ 8.45%
2
Sell
Jan 09, 2025
Ethereum
13.37%
▼ 46.66%
2
Buy
Nov 17, 2024
Nvidia
9.74%
▼ 20.41%
2
Buy
Nov 16, 2024
IMPINJ
6.59%
▼ 58.93%
2
Buy
Nov 16, 2024
Bitcoin
14.86%
▲ 9.67%
2
Buy
Nov 09, 2024
Nasdaq-100 Index Fund Class S
0.16%
▼ 13.42%
1
Open
Nov 08, 2024
Invesco ESG NASDAQ 100 ETF
0.14%
▼ 13.90%
1
Open
Nov 08, 2024
Meta Platforms
24.07%
▼ 1.16%
2
Buy
Sep 10, 2024
Nasdaq
3.46%
▲ 5.05%
2
Buy
Sep 02, 2024
Harley-Davidson
1.08%
▼ 38.97%
1
Open
Jul 31, 2024
PayPal Holdings
2.93%
▼ 7.27%
1
Open
Jul 31, 2024
Fidelity National Financial
2.97%
▲ 14.27%
1
Open
Jul 31, 2024
Truist Financial
1.72%
▼ 16.81%
1
Open
Jul 31, 2024