| Summary | |
|---|---|
| Sector | Utilities |
| Instrument | |
| Size | Large |
| Style | Value |
| Total Shares | 100 |
| Unrestricted Shares | 0 |
| Endowment Shares | 100 |
| Unrestricted Market Value | $0.00 |
| Endowment Market Value | $6,565.00 |
| Total Market Value | $6,565.00 |
| Portfolio Weight | 0.93% |
| Sector Weight | 46.87% |
| Performance | |
|---|---|
| Dollar Gain | $1,458.05 |
| Total Percent Gain | 28.55% |
| Annualized Return | 3.39% |
| CAPM | 6.28% |
| Purchase History | |
|---|---|
| Purchase Date | 12/7/2017 |
| Purchase Price | $51.09 |
| Cost Basis | $5,106.95 |
| Years owned | 7.53 |
| Comissions | $6.95 |