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edward jones stock - New Portfolio

PerformancePortfolio Details

sheldon j

edward jones stock
Individual Investor
Ranked #124,961 out of 788,370 TipRanks' Investors
Success Rate
61%
175 out of 285
profitable transactions
Average Return
16.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.31%
6-Month Return▲ 17.00%
12-Month Return▲ 26.73%
YTD Return▲ 3.74%
Total Return▲ 37.33%

Best Trade

AssetGeneDx Hold... (WGS)
Opened at
Closed at-
Gain▲ 949.62%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.37%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.07%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.64%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 8.45%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 0.53%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 1.94%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.77%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.37%
▼ 13.14%▲ 2.34%▲ 2.55%
▲ 2.93%▲ 2.10%▲ 1.07%
▲ 9.99%▼ 0.89%▲ 1.64%
▲ 26.03%▲ 5.96%▲ 8.45%
▲ 5.97%▼ 2.41%▲ 0.53%
▲ 5.25%▲ 2.69%▲ 1.94%
▼ 9.08%▲ 1.42%▲ 1.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPYV
SPDR Portfolio S&P 500 Value ETF
―
▼ 0.64%
4
Close
Feb 22, 2025
KXI
iShares Global Consumer Staples ETF
0%
▲ 0.84%
1
Open
Feb 20, 2025
XLU
Utilities Select Sector SPDR Fund
1.78%
▼ 0.42%
5
Open
Feb 19, 2025
AFRM
Affirm Holdings
―
▼ 5.68%
2
Close
Feb 19, 2025
ADPT
Adaptive Biotechnologies
0.18%
▼ 1.19%
1
Open
Feb 19, 2025
WGS
GeneDx Holdings
8.51%
▲ 279.99%
7
Buy
Feb 18, 2025
TGTX
TG Therapeutics
―
0.00%
2
Close
Feb 18, 2025
ATAI
ATAI Life Sciences
―
0.00%
2
Close
Feb 18, 2025
HF
DGA Absolute Return ETF
―
0.00%
2
Close
Feb 18, 2025
RNW
ReNew Energy Global
―
▼ 3.69%
2
Close
Feb 14, 2025
AISP
Airship AI Holdings
―
▼ 15.69%
3
Close
Feb 13, 2025
OSS
One Stop Systems
0.26%
▲ 16.74%
3
Buy
Feb 13, 2025
MAGWX
MFS Growth Allocation Fund - Class A
21.29%
▲ 3.05%
32
Buy
Feb 11, 2025
TEM
Tempus AI, Inc. Class A
1.51%
▼ 0.40%
2
Buy
Feb 10, 2025
NUVB
Nuvation Bio
―
▼ 4.20%
2
Close
Feb 08, 2025
CLNN
Clene
―
▲ 1.49%
1
Close
Feb 07, 2025
CNTA
Centessa Pharmaceuticals
0.37%
▼ 6.78%
1
Open
Feb 06, 2025
PCG
PG&E
0.71%
▼ 12.95%
3
Buy
Feb 04, 2025
DVAL
BrandywineGLOBAL - Dynamic US Large Cap Value ETF
―
▲ 0.31%
2
Close
Feb 04, 2025
VEA
Vanguard FTSE Developed Markets ETF
―
▲ 3.50%
6
Close
Feb 03, 2025