Congress Asset Management’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 |
-317,094
| Closed | -$1.89M | – | 392 |
|
|
2025
Q1 | $1.89M | Sell |
317,094
-22,207
| -7% | -$133K | 0.01% | 276 |
|
|
2024
Q4 | $2.78M | Sell |
339,301
-3,466
| -1% | -$28.4K | 0.02% | 265 |
|
|
2024
Q3 | $5.42M | Sell |
342,767
-3,355
| -1% | -$53K | 0.04% | 224 |
|
|
2024
Q2 | $4.66M | Buy |
346,122
+127,999
| +59% | +$1.72M | 0.03% | 231 |
|
|
2024
Q1 | $4.63M | Buy |
+218,123
| New | +$4.63M | 0.03% | 228 |
|