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ShawnaC0914 - New Portfolio

PerformancePortfolio Details

Shawna Cortez

ShawnaC0914
Individual Investor
Ranked #511,773 out of 744,106 TipRanks' Investors
Success Rate
42%
53 out of 127
profitable transactions
Average Return
-9.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 25.69%
6-Month Return-
12-Month Return-
YTD Return▼ 30.70%
Total Return▼ 30.70%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 65.20%

Bio

I just want to say thank you!

Performance

17.97%0-17.97%
▲ 5.14%
▲ 4.57%
―
Dec 2023
▼ 1.87%
▲ 1.59%
―
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.74%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.55%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 17.97%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.13%
May 2024
▼ 2.25%
▲ 3.53%
▼ 10.20%
Jun 2024
▼ 11.30%
▲ 1.33%
▼ 15.84%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%―
▼ 1.87%▲ 1.59%―
▲ 14.08%▲ 5.22%▲ 0.74%
▲ 5.05%▲ 3.27%▲ 4.55%
▼ 12.40%▼ 4.03%▼ 17.97%
▲ 11.46%▲ 5.06%▲ 6.13%
▼ 2.25%▲ 3.53%▼ 10.20%
▼ 11.30%▲ 1.33%▼ 15.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
FFIN
First Financial Bankshares
―
▼ 2.20%
4
Close
Apr 05, 2024
1DD
Delta Drone
―
▼ 61.90%
3
Close
Apr 05, 2024
ETH-USD
Ethereum
0%
▼ 19.78%
4
Sell
Mar 18, 2024
BTC-USD
Bitcoin
0.01%
▼ 16.66%
4
Sell
Mar 18, 2024
BKCC
BlackRock Capital Investment
―
▲ 1.04%
3
Close
Mar 18, 2024
TCPC
BlackRock TCP Capital
0.14%
▲ 11.73%
1
Open
Mar 18, 2024
META
Meta Platforms
0.01%
▲ 4.01%
7
Sell
Mar 17, 2024
AAPL
Apple
0.01%
▲ 28.48%
7
Sell
Mar 17, 2024
MSFT
Microsoft
0.01%
▲ 13.83%
5
Sell
Mar 17, 2024
SPY
SPDR S&P 500 ETF Trust
0.01%
▲ 9.03%
5
Sell
Mar 17, 2024
QQQ
Invesco QQQ Trust
0%
▲ 12.78%
2
Buy
Mar 17, 2024
AMZN
Amazon
0.01%
▲ 13.42%
6
Sell
Mar 17, 2024
NVDA
Nvidia
0.01%
▲ 54.92%
4
Sell
Mar 17, 2024
VO
Vanguard Mid-Cap ETF
0%
▲ 0.21%
2
Buy
Mar 17, 2024
GOOGL
Alphabet Class A
0.01%
▲ 38.80%
3
Sell
Mar 17, 2024
RKT
Rocket Companies
0.01%
▲ 10.85%
4
Buy
Mar 17, 2024
GLBE
Global-e Online
0.01%
▲ 6.71%
3
Sell
Mar 17, 2024
RBLX
Roblox
0.01%
▼ 0.55%
2
Buy
Mar 17, 2024
TSLA
Tesla
―
▼ 12.54%
5
Close
Mar 14, 2024
BABA
Alibaba
―
▼ 0.06%
4
Close
Mar 14, 2024