Geneos Wealth Management’s JELD-WEN Holding JELD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-221
| Closed | -$4K | – | 2562 |
|
|
2019
Q3 | $4K | Hold |
221
| – | – | ﹤0.01% | 2149 |
|
|
2019
Q2 | $4K | Hold |
221
| – | – | ﹤0.01% | 2161 |
|
|
2019
Q1 | $3K | Hold |
221
| – | – | ﹤0.01% | 2157 |
|
|
2018
Q4 | $3K | Sell |
221
-74
| -25% | -$1.01K | ﹤0.01% | 2116 |
|
|
2018
Q3 | $7K | Buy |
+295
| New | +$7K | ﹤0.01% | 1967 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$32K | – | 2130 |
|
|
2017
Q2 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 1100 |
|
|
2017
Q1 | $32K | Buy |
+1,000
| New | +$32K | ﹤0.01% | 1061 |
|