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edward jones stock - New Portfolio

sheldon j

edward jones stock
Individual Investor
Ranked #78,354 out of 770,014 TipRanks' Investors
Success Rate
68%
158 out of 231
profitable transactions
Average Return
14.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.73%
6-Month Return▲ 16.77%
12-Month Return-
YTD Return▲ 26.82%
Total Return▲ 30.96%

Best Trade

Opened at
Closed at-
Gain▲ 781.27%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 1.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.01%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.23%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.37%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.07%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.66%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 7.83%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.52%
▲ 11.46%▲ 5.06%▲ 0.01%
▼ 2.25%▲ 3.53%▲ 0.23%
▲ 25.72%▲ 1.21%▲ 4.37%
▼ 4.22%▲ 2.34%▲ 2.55%
▲ 7.82%▲ 2.10%▲ 1.07%
▲ 5.70%▼ 0.89%▲ 1.66%
▲ 31.73%▲ 4.73%▲ 7.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Utilities Select Sector SPDR Fund
0.00%
2
Close
Nov 25, 2024
Ish.Frf Sp Care
0.00%
2
Close
Nov 25, 2024
ProShares S&P 500 Ex-Health Care ETF
0.00%
2
Close
Nov 25, 2024
Financial Select Sector SPDR Fund
0.00%
1
Open
Nov 25, 2024
Centerpoint Energy
▲ 4.13%
2
Close
Nov 23, 2024
OGE Energy
▲ 1.58%
2
Close
Nov 23, 2024
Black Hills
▲ 0.33%
2
Close
Nov 19, 2024
iShares Global Utilities ETF
▲ 0.69%
4
Close
Nov 17, 2024
Procore Technologies
▼ 3.48%
2
Close
Nov 17, 2024
Infineon
▲ 2.42%
2
Close
Nov 10, 2024
SPDR S&P Global Infrastructure ETF
▲ 1.71%
1
Open
Nov 10, 2024
iShares S&P 500 Consumer Staples Sector UCITS ETF
▲ 1.88%
3
Close
Nov 06, 2024
Innovator S&P Investment Grade Preferred ETF
▼ 1.16%
1
Close
Nov 05, 2024
Knightscope Inc Class A
0.4%
▼ 13.30%
1
Open
Nov 05, 2024
CareDx
0.00%
2
Close
Nov 04, 2024
iShares Global Clean Energy ETF
0.31%
▼ 8.25%
1
Open
Nov 04, 2024
iShares U.S. Manufacturing ETF
▲ 9.05%
1
Close
Nov 04, 2024
Zeta Global Holdings Corp
▲ 1.37%
2
Close
Nov 02, 2024
GeneDx Holdings
4%
▲ 515.72%
3
Buy
Nov 01, 2024
Myriad Genetics
0.39%
▼ 4.13%
3
Open
Nov 01, 2024