Back to KOLD
Joseph P. Lucia & Associates, LLC → KOLD
Joseph P. Lucia & Associates, LLC KOLD Position History
KOLD
Quarters held
4
Latest value
$8.3M
Q3 2026
Peak value
$8.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.2M |
| Q1 2026 | $8.3M |
| Q2 2026 | $8.7M |
| Q3 2026 | $8.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.3M | 154.3K | — | — |
| Q2 2026 | $8.7M | 155.0K | — | — |
| Q1 2026 | $8.3M | 78.0K | — | — |
| Q4 2025 | $8.2M | 79.0K | — | — |
Other funds holding KOLD
$19.7B
$18.8B
$18.3B
$996.9M
$963.3M
$959.3M