tiprankstipranks

Chase Account - New Portfolio

DAVIS B.

Chase Account
Individual Investor
Ranked #165,551 out of 788,370 TipRanks' Investors
Success Rate
57%
39 out of 68
profitable transactions
Average Return
23.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.55%
6-Month Return▲ 21.48%
12-Month Return▲ 38.37%
YTD Return▲ 8.45%
Total Return▲ 98.14%

Best Trade

Opened at
Closed at
Gain▲ 345.41%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.40%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.51%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.59%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.44%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 10.23%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 2.12%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.73%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 4.55%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.40%
▼ 13.14%▲ 2.34%▼ 0.51%
▲ 2.93%▲ 2.10%▲ 2.59%
▲ 9.99%▼ 0.89%▲ 0.44%
▲ 26.03%▲ 5.96%▲ 10.23%
▲ 5.94%▼ 2.41%▼ 2.12%
▲ 5.25%▲ 2.69%▲ 3.73%
▼ 10.49%▼ 0.31%▲ 4.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
S&T Bancorp
0%
▼ 1.82%
4
Open
Dec 05, 2024
FibroGen
0.15%
▼ 42.68%
1
Open
Jul 25, 2024
Acurx Pharmaceuticals
0.33%
▼ 65.40%
1
Open
Jul 25, 2024
Twitter
▲ 16.72%
3
Close
Oct 27, 2022
AT&T
0.75%
▲ 72.44%
5
Sell
Oct 17, 2022
Tesla
44.96%
▲ 87.58%
6
Buy
Oct 17, 2022
Pfizer
▼ 10.79%
3
Close
Sep 28, 2022
Gilead Sciences
0.07%
▲ 73.68%
3
Sell
Sep 28, 2022
Qualcomm
▼ 16.58%
3
Close
Sep 28, 2022
Nokia
▼ 27.40%
2
Close
Sep 28, 2022
Farmers & Merchants Bancorp
▲ 25.89%
2
Close
Sep 28, 2022
Horizon Technology
3.36%
▼ 0.45%
3
Buy
Sep 28, 2022
AstraZeneca
8.29%
▲ 39.35%
3
Buy
Sep 28, 2022
Co-Diagnostics
▼ 78.17%
3
Close
Sep 28, 2022
Big Lots
▼ 58.73%
4
Close
Sep 28, 2022
Intel
▼ 47.87%
3
Close
Sep 28, 2022
Bank of America
0.05%
▲ 11.27%
3
Sell
Sep 28, 2022
Walt Disney
▼ 44.77%
2
Close
Sep 28, 2022
Crescent Capital BDC
▼ 4.66%
2
Close
Sep 28, 2022
ASE Technology Holding Co
▼ 40.04%
2
Close
Sep 28, 2022