Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 5,286 | $564 | — | — |
| Q3 2025 | 4,673 | $488 | — | — |
| Q2 2025 | 4,575 | $436 | — | — |
| Q1 2025 | 4,788 | $385 | — | — |
| Q4 2024 | 4,722 | $415 | — | — |
| Q3 2024 | 4,887 | $405 | — | — |
| Q2 2024 | 5,625 | $451 | — | — |
| Q2 2023 | 3,472 | $212 | — | — |
| Q2 2022 | 16,251 | $850 | — | — |
| Q4 2021 | 3,740 | $271 | — | — |
| Q3 2021 | 3,740 | $239 | — | — |
| Q2 2021 | 3,740 | $236 | — | — |
| Q1 2021 | 3,740 | $211 | — | — |
| Q4 2020 | 3,740 | $207 | — | — |