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ShawnaC0914 - New Portfolio

Shawna Cortez

ShawnaC0914
Individual Investor
Ranked #247,946 out of 830,534 TipRanks' Investors
Success Rate
59%
75 out of 127
profitable transactions
Average Return
12.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 10.06%
6-Month Return▲ 7.34%
12-Month Return▼ 22.27%
YTD Return▼ 12.89%
Total Return▲ 22.15%

Best Trade

Opened at
Closed at-
Gain▲ 230.11%

Bio

I just want to say thank you!

Performance

18.49%0-18.49%
▲ 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%
▲ 18.49%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.56%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.91%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.34%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 12.08%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 0.46%
▲ 11.63%▲ 6.28%▲ 8.29%
▲ 9.25%▲ 5.14%▲ 0.39%
▲ 7.60%▲ 2.30%▲ 18.49%
▲ 2.76%▲ 2.05%▲ 1.56%
▲ 12.88%▲ 3.56%▼ 0.91%
▲ 10.96%▲ 2.38%▲ 3.34%
▼ 3.44%▲ 0.19%▼ 12.08%

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%
▲ 17.49%
1
Open
Jun 30, 2025
Southwestern Energy
▲ 0.67%
2
Close
Sep 30, 2024
Expand Energy
0.19%
▲ 50.20%
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%
▼ 21.48%
4
Sell
Mar 18, 2024
Bitcoin
0.02%
▲ 27.66%
4
Sell
Mar 18, 2024
BlackRock Capital Investment
▲ 1.04%
3
Close
Mar 18, 2024
BlackRock TCP Capital
0.08%
▼ 24.14%
1
Open
Mar 18, 2024
Meta Platforms
0.01%
▲ 31.25%
7
Sell
Mar 17, 2024
Apple
0.01%
▲ 65.29%
7
Sell
Mar 17, 2024
Microsoft
0.01%
▲ 21.59%
5
Sell
Mar 17, 2024
SPDR S&P 500 ETF Trust
0.01%
▲ 36.56%
5
Sell
Mar 17, 2024
Invesco QQQ Trust
0%
▲ 42.72%
2
Buy
Mar 17, 2024
Amazon
0.01%
▲ 34.26%
6
Sell
Mar 17, 2024
Nvidia
0.02%
▲ 117.36%
4
Sell
Mar 17, 2024
Vanguard Mid-Cap ETF
0%
▲ 22.71%
2
Buy
Mar 17, 2024
Alphabet Class A
0.01%
▲ 136.57%
3
Sell
Mar 17, 2024
Rocket Companies
0.01%
▲ 71.78%
4
Buy
Mar 17, 2024