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New MoneyPortfolio
- New Portfolio
Performance
Portfolio Details
William Holt
New MoneyPortfolio
Individual Investor
Ranked #440,740 out of 775,923 TipRanks' Investors
Success Rate
36%
232 out of 651
profitable transactions
Average Return
-3.82%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 5.07%
6-Month Return
▲ 17.19%
12-Month Return
▲ 31.19%
YTD Return
▲ 30.50%
Total Return
▲ 1.74%
Best Trade
Asset
Limbach Hol... (LMB)
Opened at
Jul 12, 2021
Closed at
-
Gain
▲ 930.54%
Bio
I read alot of finance articles about stocks and do my own analysis
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
43.22%
0
-43.22%
▲ 11.46%
▲ 5.06%
▲ 7.17%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.47%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.98%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.45%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.30%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 5.34%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.70%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.20%
Dec 2024
TipRanks Average
S&P 500
Investor Portfolio
▲ 11.46%
▲ 5.06%
▲ 7.17%
▼ 2.25%
▲ 3.53%
▼ 2.47%
▲ 25.71%
▲ 1.21%
▲ 4.98%
▼ 4.22%
▲ 2.34%
▼ 0.45%
▲ 7.82%
▲ 2.10%
▲ 3.30%
▲ 5.38%
▼ 0.89%
▲ 5.34%
▲ 43.22%
▲ 5.96%
▲ 7.70%
▲ 3.34%
▼ 1.56%
▼ 5.20%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TCON
TRACON Pharmaceuticals
―
▼ 45.77%
9
Close
Dec 02, 2024
MRO
Marathon Oil
―
▲ 87.97%
2
Close
Nov 21, 2024
COP
Conocophillips
0%
▼ 15.00%
1
Open
Nov 21, 2024
MIMOQ
Airspan Networks Holdings
―
▼ 99.88%
2
Close
Oct 11, 2024
GWHP
Global Wholehealth Partners
―
▼ 98.21%
2
Close
Oct 08, 2024
TELL
Tellurian
―
▼ 70.18%
2
Close
Oct 08, 2024
SBOW
SilverBow Resources
―
▲ 66.16%
2
Close
Jul 30, 2024
CRGY
Crescent Energy Company Class A
0%
▲ 18.01%
1
Open
Jul 30, 2024
ALPN
Alpine Immune Sciences
―
▲ 490.64%
2
Close
May 17, 2024
ENDPQ
Endo International
―
▼ 99.68%
2
Close
May 02, 2024
HARP
Harpoon Therapeutics
―
▼ 21.32%
7
Close
Mar 08, 2024
IRNTQ
IronNet
―
▼ 99.94%
2
Close
Feb 22, 2024
SNMP
Evolve Transition Infrastructure
―
▼ 93.28%
2
Close
Feb 16, 2024
HMPT
Home Point Capital
―
▼ 53.72%
2
Close
Jul 31, 2023
XM
Qualtrics International
―
▼ 56.53%
2
Close
Jun 27, 2023
AVYAQ
Avaya Holdings
―
▼ 99.93%
2
Close
May 01, 2023
OTIC
Otonomy
―
▼ 92.48%
2
Close
Apr 11, 2023
QUMU
Qumu
―
▼ 67.35%
2
Close
Feb 08, 2023
SWIR
Sierra Wireless
―
▲ 101.36%
2
Close
Jan 16, 2023
CLR
Continental Resources
―
▲ 151.39%
2
Close
Nov 23, 2022
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