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ShawnaC0914 - New Portfolio

Shawna Cortez

ShawnaC0914
Individual Investor
Ranked #321,767 out of 859,402 TipRanks' Investors
Success Rate
59%
75 out of 127
profitable transactions
Average Return
7.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.51%
6-Month Return▼ 20.39%
12-Month Return▲ 9.57%
YTD Return▼ 15.59%
Total Return▲ 4.89%

Best Trade

Opened at
Closed at-
Gain▲ 223.50%

Bio

I just want to say thank you!

Performance

13.18%0-13.18%
▲ 12.88%
▲ 3.56%
▼ 0.91%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.34%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 11.78%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.25%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 7.67%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 7.06%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 8.27%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 7.24%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.91%
▲ 10.96%▲ 2.38%▲ 3.34%
▼ 3.68%▲ 0.19%▼ 11.78%
▼ 0.10%▲ 0.08%▲ 1.25%
▲ 4.06%▲ 1.47%▼ 7.67%
▼ 1.12%▼ 0.86%▼ 7.06%
▲ 0.60%▼ 4.94%▼ 8.27%
▲ 13.18%▲ 7.89%▲ 7.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enterprise Bancorp
▲ 58.21%
2
Close
Jun 30, 2025
Independent Bank
0.03%
▲ 27.83%
1
Open
Jun 30, 2025
Southwestern Energy
▲ 0.67%
2
Close
Sep 30, 2024
Expand Energy
0.15%
▲ 19.71%
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%
▼ 34.38%
4
Sell
Mar 18, 2024
Bitcoin
0.01%
▲ 10.86%
4
Sell
Mar 18, 2024
BlackRock Capital Investment
▲ 1.04%
3
Close
Mar 18, 2024
BlackRock TCP Capital
0.05%
▼ 41.65%
1
Open
Mar 18, 2024
Meta Platforms
0.01%
▲ 38.85%
7
Sell
Mar 17, 2024
Apple
0.01%
▲ 53.93%
7
Sell
Mar 17, 2024
Microsoft
0.01%
▲ 4.99%
5
Sell
Mar 17, 2024
SPDR S&P 500 ETF Trust
0.01%
▲ 41.65%
5
Sell
Mar 17, 2024
Invesco QQQ Trust
0%
▲ 48.48%
2
Buy
Mar 17, 2024
Amazon
0.01%
▲ 43.34%
6
Sell
Mar 17, 2024
Nvidia
0.02%
▲ 139.65%
4
Sell
Mar 17, 2024
Vanguard Mid-Cap ETF
0%
▲ 29.06%
2
Buy
Mar 17, 2024
Alphabet Class A
0.01%
▲ 152.79%
3
Sell
Mar 17, 2024
Rocket Companies
0.01%
▲ 33.30%
4
Buy
Mar 17, 2024