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WELLS - New Portfolio

WELLS
Individual Investor
Ranked #586,341 out of 859,402 TipRanks' Investors
Success Rate
50%
5 out of 10
profitable transactions
Average Return
-1.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.70%
6-Month Return▼ 12.33%
12-Month Return-
YTD Return▲ 31.95%
Total Return▼ 4.74%

Best Trade

Opened at
Closed at
Gain▲ 30.12%

Bio

HIGH TECH

Performance

25.08%0-25.08%
▲ 12.88%
▲ 3.56%
▲ 2.22%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.84%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 8.34%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 25.08%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.42%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 7.99%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 6.29%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 8.02%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 2.22%
▲ 10.96%▲ 2.38%▲ 2.84%
▼ 3.68%▲ 0.19%▼ 8.34%
▼ 0.10%▲ 0.08%▼ 25.08%
▲ 4.06%▲ 1.47%▲ 6.42%
▼ 1.12%▼ 0.86%▲ 7.99%
▲ 0.60%▼ 4.94%▲ 6.29%
▲ 13.18%▲ 7.89%▲ 8.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
0%
▲ 17.42%
1
Open
Mar 11, 2026
Netflix
0%
▲ 18.80%
1
Open
Jan 07, 2026
Sphere 3D
▼ 31.37%
3
Close
Dec 24, 2025
Atara Biotherapeutics
▲ 30.12%
2
Close
Dec 12, 2025
Carter Bankshares
▲ 1.94%
2
Close
Dec 12, 2025
China Natural Resources
▼ 16.33%
2
Close
Dec 12, 2025
Commercial Metals Company
▲ 22.80%
2
Close
Dec 12, 2025
Forian
▼ 3.18%
2
Close
Dec 12, 2025
Celularity
100%
▼ 22.50%
1
Open
Dec 12, 2025