Report problem
Summary
SectorTechnology
Instrument
SizeLarge
StyleGrowth
Total Shares100
Unrestricted Shares100
Endowment Shares0
Unrestricted Market Value$9,416.00
Endowment Market Value$0.00
Total Market Value$9,416.00
Portfolio Weight1.24%
Sector Weight8.10%
Performance
Dollar Gain$6,240.00
Total Percent Gain196.47%
Annualized Return54.12%
CAPM12.54%
Purchase History
Purchase Date3/10/2023
Purchase Price$31.76
Cost Basis$3,176.00
Years owned2.51
Comissions$0.00