Summary | |
---|---|
Sector | Technology |
Instrument | |
Size | Large |
Style | Growth |
Total Shares | 100 |
Unrestricted Shares | 100 |
Endowment Shares | 0 |
Unrestricted Market Value | $9,416.00 |
Endowment Market Value | $0.00 |
Total Market Value | $9,416.00 |
Portfolio Weight | 1.24% |
Sector Weight | 8.10% |
Performance | |
---|---|
Dollar Gain | $6,240.00 |
Total Percent Gain | 196.47% |
Annualized Return | 54.12% |
CAPM | 12.54% |
Purchase History | |
---|---|
Purchase Date | 3/10/2023 |
Purchase Price | $31.76 |
Cost Basis | $3,176.00 |
Years owned | 2.51 |
Comissions | $0.00 |