Summary | |
---|---|
Sector | Technology |
Instrument | |
Size | Large |
Style | Growth |
Total Shares | 100 |
Unrestricted Shares | 100 |
Endowment Shares | 0 |
Unrestricted Market Value | $7,450.00 |
Endowment Market Value | $0.00 |
Total Market Value | $7,450.00 |
Portfolio Weight | 1.19% |
Sector Weight | 10.01% |
Performance | |
---|---|
Dollar Gain | $4,274.00 |
Total Percent Gain | 134.57% |
Annualized Return | 51.01% |
CAPM | 12.19% |
Purchase History | |
---|---|
Purchase Date | 3/10/2023 |
Purchase Price | $31.76 |
Cost Basis | $3,176.00 |
Years owned | 2.07 |
Comissions | $0.00 |