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WELLSTRADE IRA ...0290 - New Portfolio
Greg
WELLSTRADE IRA ...0290Individual Investor
Ranked #190,343 out of 788,174 TipRanks' Investors
Success Rate
61 out of 95
profitable transactions
profitable transactions
Average Return
4.26%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.39%
6-Month Return▲ 8.04%
12-Month Return▼ 5.67%
YTD Return▲ 3.53%
Total Return▼ 16.18%
Best Trade
Bio
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 2.43%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.75%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.28%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.67%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.26%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 0.51%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.26%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.24%
Feb 2025
▲ 8.13%▲ 1.21%▼ 2.43%
▼ 13.14%▲ 2.34%▼ 1.75%
▲ 2.93%▲ 2.10%▼ 0.28%
▲ 9.99%▼ 0.89%▼ 1.67%
▲ 26.03%▲ 5.96%▲ 6.26%
▲ 5.97%▼ 2.41%▼ 0.51%
▲ 5.25%▲ 2.69%▲ 2.26%
▼ 9.08%▲ 1.42%▲ 1.24%
Recent Activity
Nike
1.78%
▲ 3.52%
6
Buy
Jan 25, 2025
KULR Technology Group
0.57%
▼ 26.17%
2
Buy
Jan 25, 2025
SoFi Technologies
0.31%
▼ 0.01%
2
Buy
Jan 25, 2025
Main Street Capital
2.14%
▲ 13.64%
11
Buy
Jan 21, 2025
Apple
5.05%
▲ 78.63%
2
Sell
Jan 21, 2025
Nu Holdings
0.36%
▲ 14.85%
1
Buy
Jan 21, 2025
Micron
1.51%
▲ 13.06%
5
Buy
Jan 14, 2025
Advanced Micro Devices
2.03%
▼ 19.98%
7
Buy
Jan 14, 2025
Vanguard Communication Services ETF
1.08%
▲ 5.53%
2
Buy
Jan 08, 2025
Vanguard Growth ETF
0.97%
▲ 2.07%
2
Buy
Jan 08, 2025
Euronav
1.37%
▼ 41.45%
1
Buy
Jan 05, 2025
Healthpeak Properties
1.79%
▲ 6.69%
1
Buy
Jan 05, 2025
CTO Realty Growth
1.8%
▲ 16.69%
1
Buy
Jan 05, 2025
Saratoga Investment
2.01%
▲ 12.01%
1
Buy
Jan 05, 2025
Diamondback
1.81%
▼ 6.34%
1
Buy
Jan 05, 2025
Meta Platforms
2.5%
▲ 37.99%
1
Buy
Jan 05, 2025
Altria Group
2.3%
▲ 34.12%
1
Buy
Jan 05, 2025
Tesla
2.02%
▲ 33.83%
1
Buy
Jan 05, 2025
Arbor Realty
2.12%
▲ 0.73%
1
Buy
Jan 05, 2025
Technology Select Sector SPDR Fund
7.67%
▲ 18.34%
1
Buy
Jan 05, 2025