Portfolio (Quarterly)
Guide ↗
Bouchey Financial Group Ltd
· CIK 0001599054| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | NOBL | PROSHARES TR | — | 1,950.0 | $203K | 0.01% | NEW | — | $104.07 | +3.9% |
| 162 | BBDC | BARINGS BDC INC | Financial Services | 10,276.0 | $94K | 0.01% | NEW | — | $9.18 | -5.9% |
| 163 | PLUG | PLUG POWER INC | Industrials | 10,443.0 | $21K | 0.00% | NEW | — | $1.97 | +107.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
44.9%
Technology
33.6%
Consumer Cyclical
11.1%
Communication Services
3.1%
Healthcare
2.2%
Industrials
2.2%
Consumer Defensive
1.2%
Energy
0.8%
Utilities
0.5%
Basic Materials
0.4%