Summary | |
---|---|
Sector | Technology |
Instrument | |
Size | Large |
Style | Growth |
Total Shares | 100 |
Unrestricted Shares | 100 |
Endowment Shares | 0 |
Unrestricted Market Value | $8,476.00 |
Endowment Market Value | $0.00 |
Total Market Value | $8,476.00 |
Portfolio Weight | 1.21% |
Sector Weight | 8.75% |
Performance | |
---|---|
Dollar Gain | $5,300.00 |
Total Percent Gain | 166.88% |
Annualized Return | 53.90% |
CAPM | 12.25% |
Purchase History | |
---|---|
Purchase Date | 3/10/2023 |
Purchase Price | $31.76 |
Cost Basis | $3,176.00 |
Years owned | 2.28 |
Comissions | $0.00 |