Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q2 2024 | 4,885 | $391 | — | — |
| Q1 2024 | 4,783 | $350 | — | — |
| Q4 2023 | 5,510 | $358 | — | — |
| Q2 2023 | 11,475 | $648 | — | — |
| Q1 2023 | 11,539 | $596 | — | — |
| Q4 2022 | 10,153 | $463 | — | — |
| Q3 2022 | 10,153 | $463 | — | — |
| Q2 2022 | 11,484 | $577 | — | — |
| Q1 2022 | 9,700 | $580 | — | — |
| Q4 2021 | 11,045 | $708 | — | — |
| Q3 2021 | 7,475 | $433 | — | — |
| Q2 2021 | 5,004 | $298 | — | — |
| Q1 2021 | 5,625 | $294 | — | — |