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Summary
SectorHealthcare
Instrument
SizeMixed
StyleMixed
Total Shares15
Unrestricted Shares15
Endowment Shares0
Unrestricted Market Value$4,633.05
Endowment Market Value$0.00
Total Market Value$4,633.05
Portfolio Weight0.66%
Sector Weight4.26%
Performance
Dollar Gain-$2,322.75
Total Percent Gain-33.39%
Annualized Return-11.53%
CAPM6.69%
Purchase History
Purchase Date2/23/2022
Purchase Price$463.29
Cost Basis$6,955.80
Years owned3.32
Comissions$0.00