Diversified Trust’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
Q1 | – | Sell |
-27,614
| Closed | -$226K | – | 984 |
|
|
2024
Q4 | $226K | Buy |
27,614
+2,242
| +9% | +$18.4K | 0.01% | 822 |
|
|
2024
Q3 | $401K | Sell |
25,372
-544
| -2% | -$8.6K | 0.01% | 656 |
|
|
2024
Q2 | $349K | Buy |
25,916
+1,615
| +7% | +$21.8K | 0.01% | 644 |
|
|
2024
Q1 | $516K | Buy |
24,301
+981
| +4% | +$20.8K | 0.02% | 504 |
|
|
2023
Q4 | $440K | Buy |
23,320
+547
| +2% | +$10.3K | 0.01% | 537 |
|
|
2023
Q3 | $304K | Buy |
22,773
+4,496
| +25% | +$60.1K | 0.01% | 613 |
|
|
2023
Q2 | $321K | Buy |
+18,277
| New | +$321K | 0.01% | 601 |
|