| Summary | |
|---|---|
| Sector | Financial |
| Instrument | |
| Size | Mixed |
| Style | Mixed |
| Total Shares | 177 |
| Unrestricted Shares | 59 |
| Endowment Shares | 118 |
| Unrestricted Market Value | $7,993.91 |
| Endowment Market Value | $15,987.82 |
| Total Market Value | $23,981.73 |
| Portfolio Weight | 3.41% |
| Sector Weight | 34.15% |
| Performance | |
|---|---|
| Dollar Gain | $8,249.97 |
| Total Percent Gain | 52.44% |
| Annualized Return | 30.69% |
| CAPM | 0 |
| Purchase History | |
|---|---|
| Purchase Date | 11/21/2023 |
| Purchase Price | $88.88 |
| Cost Basis | $15,731.76 |
| Years owned | 1.58 |
| Comissions | $0.00 |