Back to KOLD
Fiscal Wisdom Wealth Management, LLC → KOLD
Fiscal Wisdom Wealth Management, LLC KOLD Position History
KOLD
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.1M |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 22.1K | — | — |
| Q2 2026 | $1.2M | 21.3K | — | — |
| Q1 2026 | $1.1M | 10.6K | — | — |
| Q4 2025 | $1.1M | 11.0K | — | — |
| Q3 2025 | $1.1M | 11.1K | — | — |
Other funds holding KOLD
$996.9M
$963.3M
$959.3M