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WELLSTRADE IRA ...0290 - New Portfolio

Greg

WELLSTRADE IRA ...0290
Individual Investor
Ranked #438,983 out of 793,704 TipRanks' Investors
Success Rate
38%
36 out of 95
profitable transactions
Average Return
-4.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.19%
6-Month Return▼ 0.37%
12-Month Return▼ 11.67%
YTD Return▼ 3.73%
Total Return▼ 22.16%

Best Trade

Opened at
Closed at-
Gain▲ 153.81%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 1.75%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.28%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.67%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.27%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 0.64%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 2.41%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.89%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 2.19%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 1.75%
▲ 2.93%▲ 2.10%▼ 0.28%
▲ 10.00%▼ 0.89%▼ 1.67%
▲ 26.01%▲ 5.96%▲ 6.27%
▲ 5.34%▼ 2.41%▼ 0.64%
▲ 5.88%▲ 2.69%▲ 2.41%
▼ 12.86%▼ 1.27%▼ 3.89%
▲ 5.30%▼ 4.02%▼ 2.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nike
1.65%
▼ 11.80%
6
Buy
Jan 25, 2025
KULR Technology Group
0.47%
▼ 47.42%
2
Buy
Jan 25, 2025
SoFi Technologies
0.27%
▼ 21.60%
2
Buy
Jan 25, 2025
Main Street Capital
2.13%
▲ 4.99%
11
Buy
Jan 21, 2025
Apple
4.95%
▲ 62.66%
2
Sell
Jan 21, 2025
Nu Holdings
0.4%
▼ 4.52%
1
Buy
Jan 21, 2025
Micron
1.5%
▼ 0.11%
5
Buy
Jan 14, 2025
Advanced Micro Devices
2.1%
▼ 25.26%
7
Buy
Jan 14, 2025
Vanguard Communication Services ETF
1.09%
▼ 2.87%
2
Buy
Jan 08, 2025
Vanguard Growth ETF
0.95%
▼ 8.69%
2
Buy
Jan 08, 2025
Euronav
1.43%
▼ 44.39%
1
Buy
Jan 05, 2025
Healthpeak Properties
1.98%
▲ 9.12%
1
Buy
Jan 05, 2025
CTO Realty Growth
1.95%
▲ 10.80%
1
Buy
Jan 05, 2025
Saratoga Investment
2.1%
▲ 10.44%
1
Buy
Jan 05, 2025
Diamondback
2%
▼ 7.41%
1
Buy
Jan 05, 2025
Meta Platforms
2.37%
▲ 19.66%
1
Buy
Jan 05, 2025
Altria Group
2.62%
▲ 43.92%
1
Buy
Jan 05, 2025
Tesla
1.76%
▲ 3.14%
1
Buy
Jan 05, 2025
Arbor Realty
2.29%
▼ 12.37%
1
Buy
Jan 05, 2025
Technology Select Sector SPDR Fund
7.43%
▲ 3.68%
1
Buy
Jan 05, 2025