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WELLSTRADE IRA ...0290 - New Portfolio
Greg
WELLSTRADE IRA ...0290Individual Investor
Ranked #322,036 out of 804,570 TipRanks' Investors
Success Rate
52 out of 95
profitable transactions
profitable transactions
Average Return
4.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.73%
6-Month Return▲ 2.71%
12-Month Return▲ 5.90%
YTD Return▲ 4.02%
Total Return▼ 15.90%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.26%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 0.65%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.40%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.89%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.86%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.20%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 9.36%
May 2025
▼ 1.39%
▲ 1.13%
▲ 3.87%
Jun 2025
▲ 25.97%▲ 5.96%▲ 6.26%
▲ 5.10%▼ 2.41%▼ 0.65%
▲ 6.03%▲ 2.69%▲ 2.40%
▼ 12.86%▼ 1.27%▼ 3.89%
▼ 1.80%▼ 5.57%▼ 4.86%
▲ 1.83%▼ 0.87%▼ 2.20%
▲ 12.21%▲ 6.28%▲ 9.36%
▼ 1.39%▲ 1.13%▲ 3.87%
Recent Activity
Nike
1.35%
▼ 19.86%
6
Buy
Jan 25, 2025
KULR Technology Group
0.03%
▼ 96.11%
2
Buy
Jan 25, 2025
SoFi Technologies
0.31%
▼ 2.32%
2
Buy
Jan 25, 2025
Main Street Capital
1.95%
▲ 7.96%
11
Buy
Jan 21, 2025
Apple
4.02%
▲ 46.05%
2
Sell
Jan 21, 2025
Nu Holdings
0.39%
▲ 4.52%
1
Buy
Jan 21, 2025
Micron
1.84%
▲ 35.43%
5
Buy
Jan 14, 2025
Advanced Micro Devices
2.28%
▼ 10.12%
7
Buy
Jan 14, 2025
Vanguard Communication Services ETF
1.05%
▲ 2.99%
2
Buy
Jan 08, 2025
Vanguard Growth ETF
0.94%
▲ 0.15%
2
Buy
Jan 08, 2025
Euronav
1.27%
▼ 45.14%
1
Buy
Jan 05, 2025
Healthpeak Properties
1.51%
▼ 7.72%
1
Buy
Jan 05, 2025
CTO Realty Growth
1.66%
▲ 4.16%
1
Buy
Jan 05, 2025
Saratoga Investment
1.84%
▲ 6.99%
1
Buy
Jan 05, 2025
Diamondback
1.68%
▼ 13.99%
1
Buy
Jan 05, 2025
Meta Platforms
2.43%
▲ 35.51%
1
Buy
Jan 05, 2025
Altria Group
2.43%
▲ 47.49%
1
Buy
Jan 05, 2025
Tesla
1.87%
▲ 21.65%
1
Buy
Jan 05, 2025
Arbor Realty
1.74%
▼ 26.35%
1
Buy
Jan 05, 2025
Technology Select Sector SPDR Fund
7.64%
▲ 17.91%
1
Buy
Jan 05, 2025