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Mowery & Schoenfeld Wealth Management, LLC → KOLD
Mowery & Schoenfeld Wealth Management, LLC KOLD Position History
KOLD
Quarters held
8
Latest value
$2.1M
Q3 2026
Peak value
$3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.6M |
| Q1 2026 | $2.6M |
| Q1 2026 | $3M |
| Q2 2026 | $2.8M |
| Q3 2026 | $143K |
| Q3 2026 | $7 |
| Q3 2026 | $595K |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 38.8K | — | — |
| Q3 2026 | $595K | 6.0K | — | — |
| Q3 2026 | $7 | 1 | — | — |
| Q3 2026 | $143K | 1.7K | — | — |
| Q2 2026 | $2.8M | 49.4K | — | — |
| Q1 2026 | $3M | 78.4K | — | — |
| Q1 2026 | $2.6M | 24.5K | — | — |
| Q4 2025 | $2.6M | 25.3K | — | — |
Other funds holding KOLD
$19.7B
$18.8B
$18.3B
$996.9M
$963.3M
$959.3M