| Summary | |
|---|---|
| Sector | Industrials |
| Instrument | |
| Size | Mixed |
| Style | Core |
| Total Shares | 100 |
| Unrestricted Shares | 35 |
| Endowment Shares | 65 |
| Unrestricted Market Value | $1,302.70 |
| Endowment Market Value | $2,419.30 |
| Total Market Value | $3,722.00 |
| Portfolio Weight | 0.59% |
| Sector Weight | 8.38% |
| Performance | |
|---|---|
| Dollar Gain | -$1,516.00 |
| Total Percent Gain | -28.94% |
| Annualized Return | -53.91% |
| CAPM | 13.90% |
| Purchase History | |
|---|---|
| Purchase Date | 10/24/2024 |
| Purchase Price | $52.38 |
| Cost Basis | $5,238.00 |
| Years owned | 0.44 |
| Comissions | $0.00 |