Creative Planning’s JELD-WEN Holding JELD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$199K Buy
2025
Q2
$41.1K Sell
2025
Q1
$144K Buy
2024
Q4
$87.1K Buy
2024
Q2
Sell
2024
Q1
$312K Buy
2017
Q2
Hold
2017
Q1
Hold