Bailard’s JELD-WEN Holding JELD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-38,500
| Closed | -$817K | – | 771 |
|
2024
Q1 | $817K | Hold |
38,500
| – | – | 0.02% | 335 |
|
2023
Q4 | $727K | Buy |
+38,500
| New | +$727K | 0.02% | 359 |
|
2021
Q4 | – | Sell |
-23,900
| Closed | -$598K | – | 747 |
|
2021
Q3 | $598K | Sell |
23,900
-1,700
| -7% | -$42.5K | 0.02% | 374 |
|
2021
Q2 | $672K | Buy |
25,600
+11,000
| +75% | +$289K | 0.02% | 351 |
|
2021
Q1 | $404K | Buy |
14,600
+4,100
| +39% | +$113K | 0.02% | 437 |
|
2020
Q4 | $266K | Buy |
+10,500
| New | +$266K | 0.01% | 467 |
|