Back to KOLD
Pacific Wealth Strategies Group, Inc. → KOLD
Pacific Wealth Strategies Group, Inc. KOLD Position History
KOLD
Quarters held
5
Latest value
$23.2M
Q3 2026
Peak value
$23.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18.7M |
| Q4 2025 | $19.8M |
| Q1 2026 | $20.8M |
| Q2 2026 | $23.4M |
| Q3 2026 | $23.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $23.2M | 429.0K | — | — |
| Q2 2026 | $23.4M | 416.0K | — | — |
| Q1 2026 | $20.8M | 196.2K | — | — |
| Q4 2025 | $19.8M | 190.6K | — | — |
| Q3 2025 | $18.7M | 181.1K | — | — |