| Summary | |
|---|---|
| Sector | Healthcare |
| Instrument | |
| Size | Mixed |
| Style | Mixed |
| Total Shares | 82 |
| Unrestricted Shares | 31 |
| Endowment Shares | 51 |
| Unrestricted Market Value | $7,615.77 |
| Endowment Market Value | $12,529.17 |
| Total Market Value | $20,144.94 |
| Portfolio Weight | 2.86% |
| Sector Weight | 18.54% |
| Performance | |
|---|---|
| Dollar Gain | $747.02 |
| Total Percent Gain | 3.85% |
| Annualized Return | 2.43% |
| CAPM | 0 |
| Purchase History | |
|---|---|
| Purchase Date | 11/21/2023 |
| Purchase Price | $236.56 |
| Cost Basis | $19,397.92 |
| Years owned | 1.58 |
| Comissions | $0.00 |