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ShawnaC0914 - New Portfolio

Shawna Cortez

ShawnaC0914
Individual Investor
Ranked #183,327 out of 824,625 TipRanks' Investors
Success Rate
62%
79 out of 127
profitable transactions
Average Return
17.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.82%
6-Month Return▲ 35.19%
12-Month Return▲ 36.57%
YTD Return▼ 2.15%
Total Return▲ 37.22%

Best Trade

Opened at
Closed at-
Gain▲ 289.53%

Bio

I just want to say thank you!

Performance

18.50%0-18.50%
▼ 6.38%
▼ 5.57%
▼ 8.08%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.46%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.29%
May 2025
▲ 9.25%
▲ 5.14%
▲ 0.39%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 18.50%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.55%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.92%
Sep 2025
▲ 6.63%
▲ 0.77%
▲ 1.93%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 8.08%
▲ 0.80%▼ 0.87%▲ 0.46%
▲ 11.63%▲ 6.28%▲ 8.29%
▲ 9.25%▲ 5.14%▲ 0.39%
▲ 7.60%▲ 2.30%▲ 18.50%
▲ 2.76%▲ 2.05%▲ 1.55%
▲ 12.88%▲ 3.56%▼ 0.92%
▲ 6.63%▲ 0.77%▲ 1.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enterprise Bancorp
▲ 58.21%
2
Close
Jun 30, 2025
Independent Bank
0.02%
▲ 10.53%
1
Open
Jun 30, 2025
Southwestern Energy
▲ 0.67%
2
Close
Sep 30, 2024
Expand Energy
0.16%
▲ 29.91%
1
Open
Sep 30, 2024
First Financial Bankshares
▼ 2.21%
4
Close
Apr 05, 2024
Delta Drone
▼ 61.90%
3
Close
Apr 05, 2024
Ethereum
0%
▲ 7.13%
4
Sell
Mar 18, 2024
Bitcoin
0.02%
▲ 59.88%
4
Sell
Mar 18, 2024
BlackRock Capital Investment
▲ 1.04%
3
Close
Mar 18, 2024
BlackRock TCP Capital
0.07%
▼ 28.03%
1
Open
Mar 18, 2024
Meta Platforms
0.01%
▲ 50.17%
7
Sell
Mar 17, 2024
Apple
0.01%
▲ 53.27%
7
Sell
Mar 17, 2024
Microsoft
0.01%
▲ 29.08%
5
Sell
Mar 17, 2024
SPDR S&P 500 ETF Trust
0.01%
▲ 34.75%
5
Sell
Mar 17, 2024
Invesco QQQ Trust
0%
▲ 41.38%
2
Buy
Mar 17, 2024
Amazon
0.01%
▲ 27.45%
6
Sell
Mar 17, 2024
Nvidia
0.02%
▲ 118.86%
4
Sell
Mar 17, 2024
Vanguard Mid-Cap ETF
0%
▲ 24.17%
2
Buy
Mar 17, 2024
Alphabet Class A
0.01%
▲ 88.16%
3
Sell
Mar 17, 2024
Rocket Companies
0.01%
▲ 44.12%
4
Buy
Mar 17, 2024