| Summary | |
|---|---|
| Sector | Industrials |
| Instrument | |
| Size | Mixed |
| Style | Mixed |
| Total Shares | 240 |
| Unrestricted Shares | 100 |
| Endowment Shares | 140 |
| Unrestricted Market Value | $2,569.00 |
| Endowment Market Value | $3,596.60 |
| Total Market Value | $6,165.60 |
| Portfolio Weight | 0.88% |
| Sector Weight | 12.07% |
| Performance | |
|---|---|
| Dollar Gain | -$1,581.60 |
| Total Percent Gain | -20.42% |
| Annualized Return | -18.04% |
| CAPM | 0 |
| Purchase History | |
|---|---|
| Purchase Date | 4/25/2024 |
| Purchase Price | $32.28 |
| Cost Basis | $7,747.20 |
| Years owned | 1.15 |
| Comissions | $0.00 |