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Westwood Wealth Management → KOLD
Westwood Wealth Management KOLD Position History
KOLD
Quarters held
3
Latest value
$20.8M
Q3 2026
Peak value
$21.1M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $13.2M |
| Q2 2026 | $21.1M |
| Q3 2026 | $20.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.8M | 217.6K | — | — |
| Q2 2026 | $21.1M | 218.0K | — | — |
| Q1 2026 | $13.2M | 216.7K | — | — |