Sterling Financial Planning, Inc.'s ownership history for QUAL

Sterling Financial Planning, Inc. currently holds 1.6K shares with a market value of $303.6K. It started holding QUAL on 2024-09-30. At its peak, it held 1.8K shares on 2025-06-30. Its highest holding value was $348.2K on 2025-09-30. At its lowest, it held 1.5K shares on 2024-09-30, with a value of $274.7K on 2024-09-30. In the recent 180 days, Sterling Financial Planning, Inc. has decreased its shares by 207. In the recent year, Sterling Financial Planning, Inc. has decreased its shares by 234.