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ShawnaC0914 - New Portfolio

Shawna Cortez

ShawnaC0914
Individual Investor
Ranked #185,069 out of 769,002 TipRanks' Investors
Success Rate
62%
78 out of 126
profitable transactions
Average Return
5.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 18.56%
6-Month Return▲ 32.28%
12-Month Return-
YTD Return▲ 22.60%
Total Return▲ 22.60%

Best Trade

Opened at
Closed at-
Gain▲ 122.49%

Bio

I just want to say thank you!

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 17.97%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.13%
May 2024
▼ 2.25%
▲ 3.53%
▼ 10.20%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 14.55%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.32%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.17%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.82%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 22.97%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 17.97%
▲ 11.46%▲ 5.06%▲ 6.13%
▼ 2.25%▲ 3.53%▼ 10.20%
▲ 25.72%▲ 1.21%▲ 14.55%
▼ 4.22%▲ 2.34%▼ 1.32%
▲ 7.82%▲ 2.10%▲ 4.17%
▲ 5.70%▼ 0.89%▲ 2.82%
▲ 23.63%▲ 3.84%▲ 22.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Southwestern Energy
▲ 0.67%
2
Close
Sep 30, 2024
Expand Energy
0.15%
▲ 29.43%
1
Open
Sep 30, 2024
First Financial Bankshares
▼ 2.20%
4
Close
Apr 05, 2024
Delta Drone
▼ 61.90%
3
Close
Apr 05, 2024
Ethereum
0%
▼ 15.21%
4
Sell
Mar 18, 2024
Bitcoin
0.02%
▲ 44.85%
4
Sell
Mar 18, 2024
BlackRock Capital Investment
▲ 1.04%
3
Close
Mar 18, 2024
BlackRock TCP Capital
0.12%
▼ 4.71%
1
Open
Mar 18, 2024
Meta Platforms
0.01%
▲ 15.45%
7
Sell
Mar 17, 2024
Apple
0.01%
▲ 33.10%
7
Sell
Mar 17, 2024
Microsoft
0.01%
▲ 2.83%
5
Sell
Mar 17, 2024
SPDR S&P 500 ETF Trust
0.01%
▲ 17.11%
5
Sell
Mar 17, 2024
Invesco QQQ Trust
0%
▲ 15.73%
2
Buy
Mar 17, 2024
Amazon
0.01%
▲ 16.46%
6
Sell
Mar 17, 2024
Nvidia
0.01%
▲ 76.20%
4
Sell
Mar 17, 2024
Vanguard Mid-Cap ETF
0%
▲ 14.71%
2
Buy
Mar 17, 2024
Alphabet Class A
0.01%
▲ 31.63%
3
Sell
Mar 17, 2024
Rocket Companies
0.01%
▲ 9.49%
4
Buy
Mar 17, 2024
Global-e Online
0.01%
▲ 42.02%
3
Sell
Mar 17, 2024
Roblox
0.01%
▲ 35.66%
2
Buy
Mar 17, 2024