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 | 7,871 | $847 | — | — |
| Q1 2025 | 143,255 | $11,416 | — | — |
| Q4 2024 | 11,059 | $972 | — | — |
| Q3 2024 | 7,320 | $607 | — | — |
| Q1 2024 | 4,886 | $318 | — | — |
| Q4 2023 | 120,945 | $7,869 | — | — |
| Q2 2022 | 49,332 | $2,579 | — | — |
| Q4 2021 | 27,460 | $1,991 | — | — |
| Q3 2021 | 3,223 | $207 | — | — |
| Q2 2021 | 6,755 | $425 | — | — |