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edward jones stock
- New Portfolio
Performance
Portfolio Details
sheldon j
edward jones stock
Individual Investor
Ranked #151,326 out of 730,641 TipRanks' Investors
Success Rate
60%
53 out of 89
profitable transactions
Average Return
3.64%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 3.17%
6-Month Return
-
12-Month Return
-
YTD Return
▲ 4.92%
Total Return
▲ 8.34%
Best Trade
Asset
Air Industr... (AIRI)
Opened at
Dec 11, 2023
Closed at
-
Gain
▲ 105.00%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
14.08%
0
-14.08%
▼ 4.52%
▼ 4.74%
―
Sep 2023
▼ 6.45%
▼ 2.17%
―
Oct 2023
▲ 9.22%
▲ 9.13%
―
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.26%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.42%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.76%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.96%
Mar 2024
▼ 11.79%
▼ 2.83%
▼ 3.17%
Apr 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 4.52%
▼ 4.74%
―
▼ 6.45%
▼ 2.17%
―
▲ 9.22%
▲ 9.13%
―
▲ 5.14%
▲ 4.57%
▲ 3.26%
▼ 1.87%
▲ 1.59%
▲ 2.42%
▲ 14.08%
▲ 5.22%
▲ 2.76%
▲ 5.05%
▲ 3.27%
▲ 2.96%
▼ 11.79%
▼ 2.83%
▼ 3.17%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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TIME
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Apr 26, 2024
BMY
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2
Close
Apr 26, 2024
ASX
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―
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2
Close
Apr 26, 2024
POAI
Predictive Oncology
―
▼ 9.04%
1
Close
Apr 25, 2024
SPRX
Spear Alpha ETF
―
0.00%
2
Close
Apr 22, 2024
LRNZ
TrueShares Technology, AI & Deep Learning ETF
―
0.00%
2
Close
Apr 22, 2024
DXYZ
Destiny Tech100 Inc.
―
▼ 12.00%
2
Close
Apr 19, 2024
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MFS Growth Allocation Fund - Class A
37.55%
▲ 0.93%
19
Buy
Apr 12, 2024
XLE
Energy Select Sector SPDR Fund
3.58%
▼ 2.03%
1
Open
Apr 11, 2024
BCS
Barclays
―
▼ 1.42%
2
Close
Apr 09, 2024
OSS
One Stop Systems
0.11%
▼ 11.80%
1
Open
Apr 05, 2024
SEA
U.S. Global Sea to Sky Cargo ETF
―
▲ 2.49%
2
Close
Apr 03, 2024
XDAT
Franklin Exponential Data ETF
―
▼ 1.09%
2
Close
Apr 03, 2024
MHF
Western Asset Municipal High Income Fund
―
▼ 0.30%
2
Close
Apr 03, 2024
AEG
Aegon
0.23%
▲ 0.32%
1
Open
Apr 03, 2024
AIO
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
―
▼ 0.57%
3
Close
Apr 02, 2024
WGS
GeneDx Holdings
0.41%
▲ 20.06%
2
Buy
Apr 02, 2024
NNOX
Nano-X Imaging
0.34%
▼ 8.98%
2
Buy
Apr 02, 2024
ASYS
Amtech Systems
0.18%
▼ 10.38%
3
Open
Apr 02, 2024
SOUN
SoundHound AI, Inc Class A
0.16%
▼ 18.22%
1
Open
Apr 02, 2024
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