Summary | |
---|---|
Sector | Technology |
Instrument | |
Size | Large |
Style | Growth |
Total Shares | 42 |
Unrestricted Shares | 42 |
Endowment Shares | 0 |
Unrestricted Market Value | $9,403.38 |
Endowment Market Value | $0.00 |
Total Market Value | $9,403.38 |
Portfolio Weight | 1.50% |
Sector Weight | 12.64% |
Performance | |
---|---|
Dollar Gain | $8,558.85 |
Total Percent Gain | 1013.45% |
Annualized Return | 25.78% |
CAPM | 11.54% |
Purchase History | |
---|---|
Purchase Date | 10/2/2014 |
Purchase Price | $19.87 |
Cost Basis | $844.53 |
Years owned | 10.51 |
Comissions | $0.00 |