Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2023 | 6,482 | $384 | — | — |
| Q2 2023 | 6,482 | $395 | — | — |
| Q1 2023 | 6,481 | $359 | — | — |
| Q4 2022 | 7,039 | $357 | — | — |
| Q3 2022 | 7,388 | $370,154 | — | — |
| Q2 2022 | 7,463 | $390 | — | — |
| Q1 2022 | 7,350 | $487 | — | — |
| Q4 2021 | 3,488 | $253 | — | — |
| Q3 2021 | 3,317 | $212,351 | — | — |
| Q2 2021 | 3,332 | $209,799 | — | — |
| Q2 2020 | 10,933 | $491,100 | — | — |
| Q1 2020 | 10,992 | $392,870 | — | — |
| Q4 2019 | 10,769 | $451,336 | — | — |
| Q3 2019 | 10,588 | $411,750 | — | — |
| Q2 2019 | 10,151 | $393,149 | — | — |
| Q1 2019 | 10,076 | $374,928 | — | — |
| Q4 2018 | 9,131 | $296,758 | — | — |