EverSource Wealth Advisors’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
2026 Q1	$3.65K	Buy	2,941 +1,766	+150%	+$3.86K	﹤0.01%	3408
2025 Q4	$2.89K	Sell	1,175 -428	-27%	-$1.41K	﹤0.01%	3352
2025 Q3	$7.87K	Buy	1,603 +837	+109%	+$4.47K	﹤0.01%	2951
2025 Q2	$3K	Buy	766 +481	+169%	+$2.14K	﹤0.01%	3350
2025 Q1	$1.7K	Buy	285 +145	+104%	+$1.08K	﹤0.01%	2994
2024 Q4	$1.15K	Sell	140 -353	-72%	-$4.25K	﹤0.01%	2917
2024 Q3	$7.79K	Hold	493	–	–	﹤0.01%	2005
2024 Q2	$8.23K	Hold	493	–	–	﹤0.01%	1964
2024 Q1	$10.1K	Hold	493	–	–	﹤0.01%	1684
2023 Q4	$9.31K	Buy	493 +167	+51%	+$2.48K	﹤0.01%	1581
2023 Q3	$4.36K	Hold	326	–	–	﹤0.01%	1757
2023 Q2	$5.72K	Hold	326	–	–	﹤0.01%	1680
2023 Q1	$4.13K	Sell	326 -169	-34%	-$2.09K	﹤0.01%	1713
2022 Q4	$4.78K	Buy	+495	New	+$4.8K	﹤0.01%	1624