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Summary
SectorTechnology
Instrument
SizeLarge
StyleGrowth
Total Shares100
Unrestricted Shares100
Endowment Shares0
Unrestricted Market Value$8,577.00
Endowment Market Value$0.00
Total Market Value$8,577.00
Portfolio Weight1.13%
Sector Weight7.09%
Performance
Dollar Gain$5,401.00
Total Percent Gain170.06%
Annualized Return44.45%
CAPM12.72%
Purchase History
Purchase Date3/10/2023
Purchase Price$31.76
Cost Basis$3,176.00
Years owned2.70
Comissions$0.00