Wells Financial Advisors INC's ownership history for QUAL

Wells Financial Advisors INC currently holds 7.1K shares with a market value of $1.4M. It started holding QUAL on 2024-12-31. At its peak, it held 18.2K shares on 2024-12-31. Its highest holding value was $3.2M on 2025-09-30. At its lowest, it held 7.1K shares on 2026-03-31, with a value of $1.4M on 2026-03-31. In the recent 180 days, Wells Financial Advisors INC has decreased its shares by 9.5K. In the recent year, Wells Financial Advisors INC has decreased its shares by 10.8K.