Caldwell Trust Co's ownership history for QUAL

Caldwell Trust Co currently holds 805 shares with a market value of $156.6K. It started holding QUAL on 2022-03-31. At its peak, it held 825 shares on 2024-12-31. Its highest holding value was $156.6K on 2025-09-30. At its lowest, it held 103 shares on 2022-03-31, with a value of $10.7K on 2022-09-30. In the recent 180 days, Caldwell Trust Co has increased its shares by 20. In the recent year, Caldwell Trust Co has increased its shares by 702.