Allworth Financial’s JELD-WEN Holding JELD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-131
| Closed | -$696 | – | 4631 |
|
|
2025
Q1 | $696 | Buy |
131
+126
| +2,520% | +$669 | ﹤0.01% | 3586 |
|
|
2024
Q4 | $48 | Sell |
5
-137
| -96% | -$1.32K | ﹤0.01% | 3872 |
|
|
2024
Q3 | $2.25K | Hold |
142
| – | – | ﹤0.01% | 2920 |
|
|
2024
Q2 | $2.25K | Sell |
142
-65
| -31% | -$1.03K | ﹤0.01% | 2876 |
|
|
2024
Q1 | $4.4K | Sell |
207
-14
| -6% | -$297 | ﹤0.01% | 2454 |
|
|
2023
Q4 | $4.17K | Buy |
221
+17
| +8% | +$321 | ﹤0.01% | 2345 |
|
|
2023
Q3 | $2.73K | Hold |
204
| – | – | ﹤0.01% | 2392 |
|
|
2023
Q2 | $3.58K | Hold |
204
| – | – | ﹤0.01% | 2243 |
|
|
2023
Q1 | $2.58K | Buy |
204
+139
| +214% | +$1.76K | ﹤0.01% | 2306 |
|
|
2022
Q4 | $627 | Buy |
65
+49
| +306% | +$473 | ﹤0.01% | 2573 |
|
|
2022
Q3 | $0 | Buy |
16
+7
| +78% | – | ﹤0.01% | 2874 |
|
|
2022
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2591 |
|