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Summary
SectorMaterials
Instrument
SizeLarge
StyleValue
Total Shares50
Unrestricted Shares50
Endowment Shares0
Unrestricted Market Value$14,408.00
Endowment Market Value$0.00
Total Market Value$14,408.00
Portfolio Weight2.29%
Sector Weight33.56%
Performance
Dollar Gain$6,039.50
Total Percent Gain72.17%
Annualized Return18.61%
CAPM0
Purchase History
Purchase Date1/27/2022
Purchase Price$167.34
Cost Basis$8,368.50
Years owned3.18
Comissions$0.00