| Summary | |
|---|---|
| Sector | Financial |
| Instrument | |
| Size | Mixed |
| Style | Growth |
| Total Shares | 190 |
| Unrestricted Shares | 70 |
| Endowment Shares | 120 |
| Unrestricted Market Value | $1,300.60 |
| Endowment Market Value | $2,229.60 |
| Total Market Value | $3,530.20 |
| Portfolio Weight | 0.50% |
| Sector Weight | 5.03% |
| Performance | |
|---|---|
| Dollar Gain | -$277.40 |
| Total Percent Gain | -7.29% |
| Annualized Return | -29.50% |
| CAPM | 11.06% |
| Purchase History | |
|---|---|
| Purchase Date | 3/31/2025 |
| Purchase Price | $20.04 |
| Cost Basis | $3,807.60 |
| Years owned | 0.22 |
| Comissions | $0.00 |