Creative Planning’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 | $41.1K | Sell |
10,474
-13,583
| -56% | -$53.2K | ﹤0.01% | 3512 |
|
|
2025
Q1 | $144K | Buy |
24,057
+13,423
| +126% | +$80.1K | ﹤0.01% | 3156 |
|
|
2024
Q4 | $87.1K | Buy |
+10,634
| New | +$87.1K | ﹤0.01% | 3162 |
|
|
2024
Q2 | – | Sell |
-14,696
| Closed | -$312K | – | 3043 |
|
|
2024
Q1 | $312K | Buy |
+14,696
| New | +$312K | ﹤0.01% | 2208 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 4567 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 4591 |
|