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Chase Account - New Portfolio
DAVIS B.
Chase AccountIndividual Investor
Ranked #165,265 out of 775,923 TipRanks' Investors
Success Rate
40 out of 68
profitable transactions
profitable transactions
Average Return
18.77%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.08%
6-Month Return▲ 18.96%
12-Month Return▲ 21.11%
YTD Return▲ 20.29%
Total Return▲ 84.50%
Best Trade
Bio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 7.04%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.80%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.40%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.56%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.59%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.14%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 10.24%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 1.79%
Dec 2024
▲ 11.46%▲ 5.06%▲ 7.04%
▼ 2.25%▲ 3.53%▲ 2.80%
▲ 25.71%▲ 1.21%▲ 3.40%
▼ 4.22%▲ 2.34%▼ 0.56%
▲ 7.82%▲ 2.10%▲ 2.59%
▲ 5.38%▼ 0.89%▲ 1.14%
▲ 43.22%▲ 5.96%▲ 10.24%
▲ 3.34%▼ 1.56%▼ 1.79%
Recent Activity
S&T Bancorp
0%
▼ 2.17%
4
Open
Dec 05, 2024
FibroGen
0.08%
▼ 67.48%
1
Open
Jul 25, 2024
Acurx Pharmaceuticals
0.32%
▼ 63.50%
1
Open
Jul 25, 2024
Twitter
―
▲ 16.72%
3
Close
Oct 27, 2022
AT&T
0.59%
▲ 43.69%
5
Sell
Oct 17, 2022
Tesla
51.05%
▲ 106.49%
6
Buy
Oct 17, 2022
Pfizer
―
▼ 10.80%
3
Close
Sep 28, 2022
Gilead Sciences
0.05%
▲ 46.22%
3
Sell
Sep 28, 2022
Qualcomm
―
▼ 16.58%
3
Close
Sep 28, 2022
Nokia
―
▼ 27.42%
2
Close
Sep 28, 2022
Farmers & Merchants Bancorp
―
▲ 25.88%
2
Close
Sep 28, 2022
Horizon Technology
2.76%
▼ 12.35%
3
Buy
Sep 28, 2022
AstraZeneca
6.65%
▲ 20.28%
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
0.04%
▲ 9.68%
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