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WELLSTRADE IRA ...0290 - New Portfolio

Greg

WELLSTRADE IRA ...0290
Individual Investor
Ranked #428,897 out of 796,461 TipRanks' Investors
Success Rate
21%
20 out of 95
profitable transactions
Average Return
-16.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 12.17%
6-Month Return▼ 12.01%
12-Month Return▼ 19.39%
YTD Return▼ 15.22%
Total Return▼ 31.46%

Best Trade

Opened at
Closed at-
Gain▲ 131.98%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▼ 0.28%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.67%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 6.26%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 0.65%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 2.40%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.89%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.86%
Mar 2025
▼ 6.77%
▼ 8.14%
▼ 9.46%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▼ 0.28%
▲ 10.00%▼ 0.89%▼ 1.67%
▲ 25.98%▲ 5.96%▲ 6.26%
▲ 5.36%▼ 2.41%▼ 0.65%
▲ 6.01%▲ 2.69%▲ 2.40%
▼ 12.86%▼ 1.27%▼ 3.89%
▼ 1.80%▼ 5.57%▼ 4.86%
▼ 6.77%▼ 8.14%▼ 9.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nike
1.59%
▼ 24.78%
6
Buy
Jan 25, 2025
KULR Technology Group
0.42%
▼ 59.30%
2
Buy
Jan 25, 2025
SoFi Technologies
0.27%
▼ 31.30%
2
Buy
Jan 25, 2025
Main Street Capital
2.19%
▼ 5.00%
11
Buy
Jan 21, 2025
Apple
4.84%
▲ 40.36%
2
Sell
Jan 21, 2025
Nu Holdings
0.43%
▼ 7.79%
1
Buy
Jan 21, 2025
Micron
1.24%
▼ 26.87%
5
Buy
Jan 14, 2025
Advanced Micro Devices
1.91%
▼ 40.04%
7
Buy
Jan 14, 2025
Vanguard Communication Services ETF
1.1%
▼ 13.77%
2
Buy
Jan 08, 2025
Vanguard Growth ETF
0.97%
▼ 17.84%
2
Buy
Jan 08, 2025
Euronav
1.46%
▼ 49.71%
1
Buy
Jan 05, 2025
Healthpeak Properties
2.05%
▼ 0.43%
1
Buy
Jan 05, 2025
CTO Realty Growth
2.09%
▲ 4.33%
1
Buy
Jan 05, 2025
Saratoga Investment
2.2%
▲ 1.75%
1
Buy
Jan 05, 2025
Diamondback
1.87%
▼ 23.52%
1
Buy
Jan 05, 2025
Meta Platforms
2.16%
▼ 3.75%
1
Buy
Jan 05, 2025
Altria Group
2.94%
▲ 42.26%
1
Buy
Jan 05, 2025
Tesla
1.66%
▼ 14.09%
1
Buy
Jan 05, 2025
Arbor Realty
2.34%
▼ 21.11%
1
Buy
Jan 05, 2025
Technology Select Sector SPDR Fund
7.49%
▼ 7.90%
1
Buy
Jan 05, 2025