| Summary | |
|---|---|
| Sector | Financial |
| Instrument | |
| Size | Mixed |
| Style | Mixed |
| Total Shares | 177 |
| Unrestricted Shares | 59 |
| Endowment Shares | 118 |
| Unrestricted Market Value | $7,444.03 |
| Endowment Market Value | $14,888.06 |
| Total Market Value | $22,332.09 |
| Portfolio Weight | 3.46% |
| Sector Weight | 34.31% |
| Performance | |
|---|---|
| Dollar Gain | $6,600.33 |
| Total Percent Gain | 41.96% |
| Annualized Return | 29.34% |
| CAPM | 0 |
| Purchase History | |
|---|---|
| Purchase Date | 11/21/2023 |
| Purchase Price | $88.88 |
| Cost Basis | $15,731.76 |
| Years owned | 1.36 |
| Comissions | $0.00 |