Summary | |
---|---|
Sector | Materials |
Instrument | |
Size | Large |
Style | Value |
Total Shares | 50 |
Unrestricted Shares | 50 |
Endowment Shares | 0 |
Unrestricted Market Value | $14,408.00 |
Endowment Market Value | $0.00 |
Total Market Value | $14,408.00 |
Portfolio Weight | 2.29% |
Sector Weight | 33.56% |
Performance | |
---|---|
Dollar Gain | $6,039.50 |
Total Percent Gain | 72.17% |
Annualized Return | 18.61% |
CAPM | 0 |
Purchase History | |
---|---|
Purchase Date | 1/27/2022 |
Purchase Price | $167.34 |
Cost Basis | $8,368.50 |
Years owned | 3.18 |
Comissions | $0.00 |