| Summary | |
|---|---|
| Sector | Technology |
| Instrument | |
| Size | Large |
| Style | Growth |
| Total Shares | 6 |
| Unrestricted Shares | 2 |
| Endowment Shares | 4 |
| Unrestricted Market Value | $295.50 |
| Endowment Market Value | $591.00 |
| Total Market Value | $886.50 |
| Portfolio Weight | 0.14% |
| Sector Weight | 1.19% |
| Performance | |
|---|---|
| Dollar Gain | -$152.70 |
| Total Percent Gain | -14.69% |
| Annualized Return | -36.44% |
| CAPM | 13.61% |
| Purchase History | |
|---|---|
| Purchase Date | 11/26/2024 |
| Purchase Price | $173.20 |
| Cost Basis | $1,039.20 |
| Years owned | 0.35 |
| Comissions | $0.00 |