Confluence Wealth Services, Inc.'s ownership history for QUAL

Confluence Wealth Services, Inc. currently holds 1.3K shares with a market value of $258.6K. It started holding QUAL on 2024-09-30. At its peak, it held 1.9K shares on 2024-09-30. Its highest holding value was $341.9K on 2025-06-30. At its lowest, it held 1.3K shares on 2025-12-31, with a value of $255.0K on 2025-03-31. In the recent 180 days, Confluence Wealth Services, Inc. has decreased its shares by 568. In the recent year, Confluence Wealth Services, Inc. has decreased its shares by 382.