Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2023 | 4,652 | $217 | — | — |
| Q2 2021 | 5,616 | $222 | — | — |
| Q1 2021 | 5,803 | $220 | — | — |
| Q4 2020 | 6,414 | $220 | — | — |
| Q4 2019 | 2,731 | $95 | — | — |
| Q2 2019 | 21,789 | $682 | — | — |
| Q1 2019 | 22,031 | $667 | — | — |
| Q4 2018 | 20,362 | $553 | — | — |
| Q3 2018 | 19,300 | $601 | — | — |
| Q2 2018 | 14,251 | $422 | — | — |
| Q1 2018 | 13,065 | $384 | — | — |
| Q4 2017 | 9,396 | $288 | — | — |