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SEP IRA -3360 - New Portfolio

Wally Rowland

SEP IRA -3360
Individual Investor
Ranked #491,879 out of 728,988 TipRanks' Investors
Success Rate
43%
13 out of 30
profitable transactions
Average Return
-14.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.84%
6-Month Return▲ 13.28%
12-Month Return▲ 12.43%
YTD Return▲ 30.85%
Total Return▼ 38.24%

Best Trade

Opened at
Closed at
Gain▲ 8.46%

Bio

Saving the world one computer at a time

Performance

25.01%0-25.01%
▼ 4.52%
▼ 4.74%
▼ 4.45%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 16.01%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 2.21%
Nov 2023
▲ 5.14%
▲ 4.57%
▼ 10.01%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 25.01%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.86%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.09%
Mar 2024
▼ 24.17%
▼ 4.31%
▼ 5.02%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.45%
▼ 6.45%▼ 2.17%▼ 16.01%
▲ 9.22%▲ 9.13%▲ 2.21%
▲ 5.14%▲ 4.57%▼ 10.01%
▼ 1.87%▲ 1.59%▲ 25.01%
▲ 14.08%▲ 5.22%▲ 3.86%
▲ 5.05%▲ 3.27%▲ 6.09%
▼ 24.17%▼ 4.31%▼ 5.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Diana Shipping
26.21%
▼ 44.35%
3
Buy
Sep 21, 2022
Ring Energy
▲ 3.53%
2
Close
Aug 21, 2022
Cresco Labs
29.31%
▼ 45.04%
4
Sell
Aug 12, 2022
BARK Inc Class A
44.38%
▼ 58.76%
4
Buy
Aug 12, 2022
Rocket Lab USA
▼ 18.06%
3
Close
Jun 01, 2022
Carrols Restaurant Group
▲ 5.88%
2
Close
May 29, 2022
Intel
▲ 3.61%
2
Close
May 28, 2022
Vale SA
▲ 5.07%
3
Close
May 22, 2022
Tamarack Valley Energy
▼ 1.61%
5
Close
May 19, 2022
Gold Resource
▼ 12.92%
2
Close
Apr 26, 2022
Astra Space
▼ 10.96%
2
Close
Apr 22, 2022
McEwen Mining
▲ 1.58%
2
Close
Apr 15, 2022
Pinnacle West Capital
▲ 1.75%
2
Close
Nov 16, 2021
AT&T
▼ 1.07%
2
Close
Oct 22, 2021
Curaleaf Holdings
▲ 6.62%
4
Sell
Oct 20, 2021
ZIM Integrated Shipping Services
▲ 3.79%
2
Close
Oct 18, 2021
DHT Holdings
▼ 1.82%
3
Close
Sep 22, 2021
Kinross Gold
▼ 2.86%
2
Close
Aug 03, 2021