FinTrust Capital Advisors’s JELD-WEN Holding JELD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-190
| Closed | -$4K | – | 1260 |
|
|
2022
Q1 | $4K | Hold |
190
| – | – | ﹤0.01% | 1093 |
|
|
2021
Q4 | $5K | Hold |
190
| – | – | ﹤0.01% | 1019 |
|
|
2021
Q3 | $5K | Sell |
190
-13,020
| -99% | -$343K | ﹤0.01% | 1015 |
|
|
2021
Q2 | $347K | Hold |
13,210
| – | – | 0.09% | 193 |
|
|
2021
Q1 | $366K | Buy |
13,210
+13,000
| +6,190% | +$360K | 0.11% | 167 |
|
|
2020
Q4 | $5K | Buy |
210
+21
| +11% | +$500 | ﹤0.01% | 939 |
|
|
2020
Q3 | $4 | Buy |
189
+160
| +552% | +$3 | ﹤0.01% | 975 |
|
|
2020
Q2 | $0 | Sell |
29
-57
| -66% | – | ﹤0.01% | 1098 |
|
|
2020
Q1 | $1K | Buy |
+86
| New | +$1K | ﹤0.01% | 1065 |
|