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DAN CARLSON IRA TD AMERITRADE - New Portfolio
Dan Carlson
DAN CARLSON IRA TD AMERITRADEIndividual Investor
Ranked #114,093 out of 743,457 TipRanks' Investors
Success Rate
69 out of 125
profitable transactions
profitable transactions
Average Return
19.31%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.02%
6-Month Return▲ 12.46%
12-Month Return▲ 16.52%
YTD Return▲ 13.97%
Total Return▲ 19.82%
Best Trade
Bio
Performance
14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 3.10%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.06%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.34%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.20%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.93%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.05%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.01%
Jul 2024
▲ 5.14%▲ 4.57%▲ 3.10%
▼ 1.87%▲ 1.59%▲ 2.06%
▲ 14.08%▲ 5.22%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 3.34%
▼ 12.40%▼ 4.03%▼ 2.20%
▲ 11.46%▲ 5.06%▲ 3.93%
▼ 2.25%▲ 3.53%▲ 1.05%
▲ 0.26%▲ 0.21%▼ 0.01%
Recent Activity
Eli Lilly & Co
8.61%
▲ 315.97%
9
Sell
Apr 30, 2024
AbbVie
―
▲ 35.34%
6
Sell
Apr 19, 2024
Enterprise Products Partners
1.86%
▲ 6.99%
3
Buy
Apr 19, 2024
BHP Group
0.35%
▼ 3.20%
3
Sell
Apr 13, 2024
Schwab US Dividend Equity ETF
6.19%
▼ 2.05%
1
Buy
Mar 19, 2024
Uber Technologies
4.52%
▼ 6.72%
1
Buy
Mar 19, 2024
Pfizer
1.78%
▼ 6.58%
5
Buy
Mar 05, 2024
Energy Transfer
―
▲ 31.46%
7
Close
Feb 29, 2024
Qualcomm
―
▲ 2.97%
7
Close
Jan 05, 2024
Union Pacific
7.34%
▲ 11.62%
4
Buy
Dec 29, 2023
Williams Co
9.62%
▲ 70.04%
4
Buy
Dec 26, 2023
Vanguard International High Dividend Yield ETF
1.5%
▲ 1.31%
4
Buy
Dec 21, 2023
Coca-Cola
10.38%
▲ 12.75%
5
Buy
Dec 16, 2023
Chevron
12.28%
▲ 29.44%
5
Buy
Dec 12, 2023
AT&T
3.3%
▲ 22.11%
4
Buy
Dec 02, 2023
Johnson & Johnson
―
▼ 10.93%
6
Close
Nov 08, 2023
Bristol-Myers Squibb
―
▼ 23.10%
6
Close
Nov 08, 2023
GlaxoSmithKline
6.16%
▼ 1.29%
6
Buy
Oct 14, 2023
Enbridge
―
▼ 1.23%
8
Close
Oct 10, 2023
Haleon PLC Sponsored ADR
2.64%
▲ 22.62%
3
Buy
Oct 07, 2023