EverSource Wealth Advisors’s JELD-WEN Holding JELD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3K | Buy |
766
+481
| +169% | +$1.89K | ﹤0.01% | 3342 |
|
2025
Q1 | $1.7K | Buy |
285
+145
| +104% | +$866 | ﹤0.01% | 2992 |
|
2024
Q4 | $1.15K | Sell |
140
-353
| -72% | -$2.89K | ﹤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% | +$3.15K | ﹤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% | -$2.14K | ﹤0.01% | 1712 |
|
2022
Q4 | $4.78K | Buy |
+495
| New | +$4.78K | ﹤0.01% | 1624 |
|