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Chase Account - New Portfolio
DAVIS B.
Chase AccountIndividual Investor
Ranked #186,459 out of 802,721 TipRanks' Investors
Success Rate
39 out of 68
profitable transactions
profitable transactions
Average Return
19.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.65%
6-Month Return▼ 0.15%
12-Month Return▲ 16.90%
YTD Return▲ 1.32%
Total Return▲ 84.95%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 10.23%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 2.21%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.00%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.65%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.64%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.47%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 2.77%
May 2025
▲ 1.60%
▲ 1.65%
▼ 0.74%
Jun 2025
▲ 25.97%▲ 5.96%▲ 10.23%
▲ 5.43%▼ 2.41%▼ 2.21%
▲ 5.99%▲ 2.69%▲ 4.00%
▼ 12.86%▼ 1.27%▲ 1.65%
▼ 1.80%▼ 5.57%▼ 4.64%
▲ 1.76%▼ 0.87%▼ 1.47%
▲ 12.21%▲ 6.28%▲ 2.77%
▲ 1.60%▲ 1.65%▼ 0.74%
Recent Activity
S&T Bancorp
0%
▼ 3.29%
4
Open
Dec 05, 2024
FibroGen
0.07%
▼ 74.55%
1
Open
Jul 25, 2024
Acurx Pharmaceuticals
0.16%
▼ 84.65%
1
Open
Jul 25, 2024
Twitter
―
▲ 16.72%
3
Close
Oct 27, 2022
AT&T
0.88%
▲ 83.83%
5
Sell
Oct 17, 2022
Tesla
43.68%
▲ 77.90%
6
Buy
Oct 17, 2022
Pfizer
―
▼ 10.79%
3
Close
Sep 28, 2022
Gilead Sciences
0.08%
▲ 78.89%
3
Sell
Sep 28, 2022
Qualcomm
―
▼ 16.58%
3
Close
Sep 28, 2022
Nokia
―
▼ 27.39%
2
Close
Sep 28, 2022
Farmers & Merchants Bancorp
―
▲ 25.88%
2
Close
Sep 28, 2022
Horizon Technology
2.87%
▼ 20.24%
3
Buy
Sep 28, 2022
AstraZeneca
9.05%
▲ 36.83%
3
Buy
Sep 28, 2022
Co-Diagnostics
―
▼ 78.17%
3
Close
Sep 28, 2022
Big Lots
―
▼ 58.73%
4
Close
Sep 28, 2022
Intel
―
▼ 47.87%
3
Close
Sep 28, 2022
Bank of America
0.05%
▲ 13.03%
3
Sell
Sep 28, 2022
Walt Disney
―
▼ 44.77%
2
Close
Sep 28, 2022
Crescent Capital BDC
―
▼ 4.66%
2
Close
Sep 28, 2022
ASE Technology Holding Co
―
▼ 40.04%
2
Close
Sep 28, 2022