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Summary
SectorMaterials
Instrument
SizeLarge
StyleValue
Total Shares50
Unrestricted Shares50
Endowment Shares0
Unrestricted Market Value$15,597.00
Endowment Market Value$0.00
Total Market Value$15,597.00
Portfolio Weight2.22%
Sector Weight33.56%
Performance
Dollar Gain$7,228.50
Total Percent Gain86.38%
Annualized Return20.15%
CAPM0
Purchase History
Purchase Date1/27/2022
Purchase Price$167.34
Cost Basis$8,368.50
Years owned3.39
Comissions$0.00