| Summary | |
|---|---|
| Sector | Financial |
| Instrument | |
| Size | Mixed |
| Style | Mixed |
| Total Shares | 240 |
| Unrestricted Shares | 90 |
| Endowment Shares | 150 |
| Unrestricted Market Value | $4,521.60 |
| Endowment Market Value | $7,536.00 |
| Total Market Value | $12,057.60 |
| Portfolio Weight | 1.71% |
| Sector Weight | 17.17% |
| Performance | |
|---|---|
| Dollar Gain | $1,083.60 |
| Total Percent Gain | 9.87% |
| Annualized Return | 13.47% |
| CAPM | 0 |
| Purchase History | |
|---|---|
| Purchase Date | 9/19/2024 |
| Purchase Price | $45.73 |
| Cost Basis | $10,974.00 |
| Years owned | 0.75 |
| Comissions | $0.00 |