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Woodard Family Trust - New Portfolio
Caleb Woodard
Woodard Family TrustIndividual Investor
Ranked #179,463 out of 767,017 TipRanks' Investors
Success Rate
8 out of 8
profitable transactions
profitable transactions
Average Return
15.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 20.25%
6-Month Return-
12-Month Return-
YTD Return▲ 11.13%
Total Return▲ 11.13%
Best Trade
Bio
Long-term personal investments for building lasting wealth.
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
―
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.18%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 5.86%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 3.30%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 21.86%
Nov 2024
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.72%▲ 1.21%―
▼ 4.22%▲ 2.34%▲ 0.18%
▲ 7.82%▲ 2.10%▼ 5.86%
▲ 6.02%▼ 0.89%▼ 3.30%
▲ 9.99%▲ 4.97%▲ 21.86%
Recent Activity
Bank of America
―
▲ 9.62%
2
Sell
Oct 22, 2024
Amana Mutual Funds Trust - Growth Fund
13.87%
▲ 0.31%
2
Buy
Oct 21, 2024
T. Rowe Price Equity Index Fund
58.13%
▲ 21.65%
2
Buy
Oct 16, 2024
RealReal
14.69%
▲ 47.37%
1
Buy
Oct 13, 2024
Hilton Grand Vacations
9.13%
▲ 13.11%
2
Buy
Sep 20, 2024