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A & W Enterprise (GC) - New Portfolio

Bryan M. Marshall Inc.

A & W Enterprise (GC)
Individual Investor
Ranked #443,260 out of 797,085 TipRanks' Investors
Success Rate
32%
7 out of 22
profitable transactions
Average Return
-8.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.75%
6-Month Return▼ 10.10%
12-Month Return-
YTD Return▼ 16.04%
Total Return▲ 0.14%

Best Trade

Opened at
Closed at-
Gain▲ 24.22%

Bio

apple.com | apple-incorporated.com | apple-inc.link | ??

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 6.27%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.19%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 17.38%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 5.98%
Dec 2024
▲ 6.04%
▲ 2.69%
▼ 2.31%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 10.64%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.16%
Mar 2025
▲ 3.42%
▼ 1.56%
▲ 0.35%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 6.27%
▲ 10.00%▼ 0.89%▼ 2.19%
▲ 25.97%▲ 5.96%▲ 17.38%
▲ 5.39%▼ 2.41%▼ 5.98%
▲ 6.04%▲ 2.69%▼ 2.31%
▼ 12.86%▼ 1.27%▼ 10.64%
▼ 1.80%▼ 5.57%▼ 4.16%
▲ 3.42%▼ 1.56%▲ 0.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
18.13%
▼ 7.47%
3
Buy
Jan 26, 2025
Nasdaq-100 Index Fund Class K
0%
▼ 2.58%
2
Sell
Jan 09, 2025
Ethereum
13.74%
▼ 39.29%
2
Buy
Nov 17, 2024
Nvidia
9.62%
▼ 12.95%
2
Buy
Nov 16, 2024
IMPINJ
7.93%
▼ 45.27%
2
Buy
Nov 16, 2024
Bitcoin
15.12%
▲ 23.57%
2
Buy
Nov 09, 2024
Nasdaq-100 Index Fund Class S
0.16%
▼ 7.87%
1
Open
Nov 08, 2024
Invesco ESG NASDAQ 100 ETF
0.14%
▼ 8.32%
1
Open
Nov 08, 2024
Meta Platforms
23.71%
▲ 7.86%
2
Buy
Sep 10, 2024
Nasdaq
3.26%
▲ 9.68%
2
Buy
Sep 02, 2024
Harley-Davidson
1.02%
▼ 36.29%
1
Open
Jul 31, 2024
PayPal Holdings
2.83%
▼ 0.67%
1
Open
Jul 31, 2024
Fidelity National Financial
2.71%
▲ 15.82%
1
Open
Jul 31, 2024
Truist Financial
1.63%
▼ 12.70%
1
Open
Jul 31, 2024