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WELLSTRADE IRA ...1307 - New Portfolio

Freedom

WELLSTRADE IRA ...1307
Individual Investor
Ranked #113,986 out of 808,802 TipRanks' Investors
Success Rate
55%
101 out of 184
profitable transactions
Average Return
38.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.90%
6-Month Return▲ 30.09%
12-Month Return▲ 41.98%
YTD Return▲ 32.86%
Total Return▲ 91.63%

Best Trade

Opened at
Closed at-
Gain▲ 1796.69%

Bio

Performance

16.15%0-16.15%
▲ 5.10%
▼ 2.41%
▲ 3.69%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.11%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.77%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.67%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 13.18%
May 2025
▲ 6.24%
▲ 5.14%
▲ 16.15%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 12.94%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 3.69%
▲ 6.03%▲ 2.69%▲ 1.11%
▼ 12.86%▼ 1.27%▼ 5.50%
▼ 1.80%▼ 5.57%▼ 2.77%
▲ 1.84%▼ 0.87%▼ 3.67%
▲ 12.20%▲ 6.28%▲ 13.18%
▲ 6.24%▲ 5.14%▲ 16.15%
▲ 14.83%▲ 1.65%▲ 12.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Veren
▼ 12.26%
2
Close
May 09, 2025
Whitecap Resources
0.11%
▲ 23.56%
1
Buy
May 09, 2025
Fifth Third Bancorp
▲ 3.10%
2
Sell
Apr 15, 2025
Barrick Mining
0.39%
▲ 11.99%
4
Buy
Apr 14, 2025
Verizon
0.58%
▼ 12.74%
2
Buy
Apr 14, 2025
AST SpaceMobile
0.81%
▲ 137.49%
1
Buy
Apr 14, 2025
Rigetti Computing
▲ 121.65%
2
Close
Apr 11, 2025
AquaBounty Technologies
0.01%
▼ 5.57%
4
Buy
Apr 11, 2025
Seanergy Maritime
▲ 288.41%
5
Close
Apr 11, 2025
ESS Tech
▼ 95.44%
2
Sell
Apr 11, 2025
Trican Well Service
▲ 6.71%
4
Close
Apr 11, 2025
Kelt Exploration
▼ 17.92%
4
Sell
Apr 11, 2025
IonQ
▲ 396.93%
2
Sell
Apr 11, 2025
WildBrain
▼ 26.07%
4
Close
Apr 11, 2025
Nikola
▼ 99.93%
2
Close
Apr 11, 2025
NRG Energy
▲ 146.46%
2
Sell
Apr 11, 2025
Fox
▲ 56.33%
2
Close
Apr 11, 2025
Carrier Global
▲ 64.44%
2
Sell
Apr 11, 2025
Tapestry
▲ 103.83%
2
Close
Apr 11, 2025
Wells Fargo
▲ 58.93%
2
Close
Apr 11, 2025