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Summary
SectorTechnology
Instrument
SizeLarge
StyleGrowth
Total Shares100
Unrestricted Shares100
Endowment Shares0
Unrestricted Market Value$7,450.00
Endowment Market Value$0.00
Total Market Value$7,450.00
Portfolio Weight1.19%
Sector Weight10.01%
Performance
Dollar Gain$4,274.00
Total Percent Gain134.57%
Annualized Return51.01%
CAPM12.19%
Purchase History
Purchase Date3/10/2023
Purchase Price$31.76
Cost Basis$3,176.00
Years owned2.07
Comissions$0.00