Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q1 2024 | 5,167 | $259 | — | — |
| Q4 2023 | 7,898 | $368 | — | — |
| Q3 2023 | 7,936 | $327 | — | — |
| Q2 2023 | 7,948 | $343 | — | — |
| Q1 2023 | 8,195 | $334 | — | — |
| Q4 2022 | 7,622 | $296 | — | — |
| Q3 2022 | 13,303 | $459 | — | — |
| Q2 2022 | 13,324 | $491 | — | — |
| Q1 2022 | 13,401 | $559 | — | — |
| Q4 2021 | 10,389 | $436 | — | — |