| Summary | |
|---|---|
| Sector | Technology |
| Instrument | |
| Size | Large |
| Style | Mixed |
| Total Shares | 50 |
| Unrestricted Shares | 20 |
| Endowment Shares | 30 |
| Unrestricted Market Value | $1,720.80 |
| Endowment Market Value | $2,581.20 |
| Total Market Value | $4,302.00 |
| Portfolio Weight | 0.67% |
| Sector Weight | 6.16% |
| Performance | |
|---|---|
| Dollar Gain | -$273.00 |
| Total Percent Gain | -5.97% |
| Annualized Return | -47.36% |
| CAPM | 10.06% |
| Purchase History | |
|---|---|
| Purchase Date | 2/25/2025 |
| Purchase Price | $91.50 |
| Cost Basis | $4,575.00 |
| Years owned | 0.10 |
| Comissions | $0.00 |