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Summary
SectorTechnology
Instrument
SizeLarge
StyleGrowth
Total Shares6
Unrestricted Shares2
Endowment Shares4
Unrestricted Market Value$348.18
Endowment Market Value$696.36
Total Market Value$1,044.54
Portfolio Weight0.15%
Sector Weight1.08%
Performance
Dollar Gain$5.34
Total Percent Gain0.51%
Annualized Return0.92%
CAPM13.96%
Purchase History
Purchase Date11/26/2024
Purchase Price$173.20
Cost Basis$1,039.20
Years owned0.56
Comissions$0.00