ShawnaC0914 - New Portfolio

Shawna Cortez

ShawnaC0914
Individual Investor
Ranked #520,979 out of 757,311 TipRanks' Investors
Success Rate
48%
60 out of 126
profitable transactions
Average Return
-6.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.60%
6-Month Return▼ 3.76%
12-Month Return-
YTD Return▼ 5.21%
Total Return▼ 5.21%

Best Trade

Opened at
Closed at-
Gain▲ 66.56%

Bio

I just want to say thank you!

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 0.74%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.55%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 17.97%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.13%
May 2024
▼ 2.25%
▲ 3.53%
▼ 10.20%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 14.55%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.28%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.79%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 0.74%
▲ 5.05%▲ 3.27%▲ 4.55%
▼ 12.40%▼ 4.03%▼ 17.97%
▲ 11.46%▲ 5.06%▲ 6.13%
▼ 2.25%▲ 3.53%▼ 10.20%
▲ 25.76%▲ 1.21%▲ 14.55%
▼ 4.21%▲ 2.34%▼ 1.28%
▲ 2.65%▼ 0.40%▲ 1.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
First Financial Bankshares
▼ 2.20%
4
Close
Apr 05, 2024
Delta Drone
▼ 61.90%
3
Close
Apr 05, 2024
Ethereum
0%
▼ 33.94%
4
Sell
Mar 18, 2024
Bitcoin
0.01%
▼ 6.20%
4
Sell
Mar 18, 2024
BlackRock Capital Investment
▲ 1.04%
3
Close
Mar 18, 2024
BlackRock TCP Capital
0.1%
▼ 9.82%
1
Open
Mar 18, 2024
Meta Platforms
0.01%
▲ 9.82%
7
Sell
Mar 17, 2024
Apple
0.01%
▲ 28.13%
7
Sell
Mar 17, 2024
Microsoft
0.01%
▲ 6.62%
5
Sell
Mar 17, 2024
SPDR S&P 500 ETF Trust
0.01%
▲ 11.00%
5
Sell
Mar 17, 2024
Invesco QQQ Trust
0%
▲ 8.28%
2
Buy
Mar 17, 2024
Amazon
0.01%
▲ 7.02%
6
Sell
Mar 17, 2024
Nvidia
0.01%
▲ 36.92%
4
Sell
Mar 17, 2024
Vanguard Mid-Cap ETF
0%
▲ 7.24%
2
Buy
Mar 17, 2024
Alphabet Class A
0.01%
▲ 19.53%
3
Sell
Mar 17, 2024
Rocket Companies
0.01%
▲ 63.43%
4
Buy
Mar 17, 2024
Global-e Online
0.01%
▲ 11.19%
3
Sell
Mar 17, 2024
Roblox
0.01%
▲ 19.23%
2
Buy
Mar 17, 2024
Tesla
▼ 12.54%
5
Close
Mar 14, 2024
Alibaba
▼ 0.06%
4
Close
Mar 14, 2024