Carson Wealth (CWM LLC)’s JELD-WEN Holding JELD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77K | Buy |
19,609
+13,202
| +206% | +$51.8K | ﹤0.01% | 2930 |
|
|
2025
Q1 | $38K | Buy |
6,407
+6,121
| +2,140% | +$36.3K | ﹤0.01% | 3202 |
|
|
2024
Q4 | $2K | Sell |
286
-68
| -19% | -$476 | ﹤0.01% | 4550 |
|
|
2024
Q3 | $6K | Buy |
354
+81
| +30% | +$1.37K | ﹤0.01% | 4005 |
|
|
2024
Q2 | $4K | Buy |
273
+57
| +26% | +$835 | ﹤0.01% | 3965 |
|
|
2024
Q1 | $5K | Hold |
216
| – | – | ﹤0.01% | 3662 |
|
|
2023
Q4 | $4K | Sell |
216
-166
| -43% | -$3.07K | ﹤0.01% | 3605 |
|
|
2023
Q3 | $5K | Sell |
382
-54
| -12% | -$707 | ﹤0.01% | 3465 |
|
|
2023
Q2 | $8K | Buy |
436
+245
| +128% | +$4.5K | ﹤0.01% | 3204 |
|
|
2023
Q1 | $2K | Hold |
191
| – | – | ﹤0.01% | 3655 |
|
|
2022
Q4 | $2K | Sell |
191
-392
| -67% | -$4.11K | ﹤0.01% | 3570 |
|
|
2022
Q3 | $5K | Sell |
583
-778
| -57% | -$6.67K | ﹤0.01% | 3072 |
|
|
2022
Q2 | $20K | Buy |
1,361
+1,002
| +279% | +$14.7K | ﹤0.01% | 2107 |
|
|
2022
Q1 | $7K | Buy |
359
+93
| +35% | +$1.81K | ﹤0.01% | 2681 |
|
|
2021
Q4 | $7K | Buy |
+266
| New | +$7K | ﹤0.01% | 2546 |
|