| Summary | |
|---|---|
| Sector | Financial |
| Instrument | |
| Size | Large |
| Style | Core |
| Total Shares | 108 |
| Unrestricted Shares | 48 |
| Endowment Shares | 60 |
| Unrestricted Market Value | $2,877.12 |
| Endowment Market Value | $3,596.40 |
| Total Market Value | $6,473.52 |
| Portfolio Weight | 1.00% |
| Sector Weight | 9.95% |
| Performance | |
|---|---|
| Dollar Gain | $167.40 |
| Total Percent Gain | 2.65% |
| Annualized Return | 2.84% |
| CAPM | 9.05% |
| Purchase History | |
|---|---|
| Purchase Date | 4/25/2024 |
| Purchase Price | $58.39 |
| Cost Basis | $6,306.12 |
| Years owned | 0.93 |
| Comissions | $0.00 |