BFG
Bouchey Financial Group’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-494,512
| Closed | -$13.4M | – | 65 |
|
|
2015
Q3 | $13.4M | Buy |
494,512
+12,586
| +3% | +$342K | 6.46% | 3 |
|
|
2015
Q2 | $14.3M | Buy |
481,926
+26,470
| +6% | +$785K | 6.09% | 4 |
|
|
2015
Q1 | $13.7M | Buy |
455,456
+19,180
| +4% | +$576K | 6.16% | 4 |
|
|
2014
Q4 | $13.1M | Buy |
436,276
+66,069
| +18% | +$1.99M | 6.17% | 4 |
|
|
2014
Q3 | $10.7M | Buy |
370,207
+40,109
| +12% | +$1.16M | 5.41% | 4 |
|
|
2014
Q2 | $9.57M | Buy |
330,098
+231,138
| +234% | +$6.7M | 5.13% | 4 |
|
|
2014
Q1 | $2.75M | Buy |
98,960
+30,440
| +44% | +$846K | 1.67% | 25 |
|
|
2013
Q4 | $1.86M | Buy |
+68,520
| New | +$1.86M | 1.31% | 28 |
|