IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57K | Buy |
+400
| New | +$1.57K | ﹤0.01% | 4009 |
|
|
2025
Q1 | – | Hold |
0
| – | -$16 | – | 4216 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4483 |
|
|
2022
Q4 | – | Sell |
-34
| Closed | -$1K | – | 4718 |
|
|
2022
Q3 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 4589 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3975 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3721 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3632 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3501 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3379 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3234 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3196 |
|
|
2019
Q4 | – | Sell |
-63
| Closed | -$1K | – | 3236 |
|
|
2019
Q3 | $1K | Buy |
+63
| New | +$1K | ﹤0.01% | 2862 |
|
|
2019
Q1 | – | Sell |
-63
| Closed | -$1K | – | 2872 |
|
|
2018
Q4 | $1K | Sell |
63
-37
| -37% | -$587 | ﹤0.01% | 3273 |
|
|
2018
Q3 | $2K | Buy |
100
+37
| +59% | +$740 | ﹤0.01% | 3504 |
|
|
2018
Q2 | $2K | Buy |
63
+55
| +688% | +$1.75K | ﹤0.01% | 3539 |
|
|
2018
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 3772 |
|
|
2017
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 3895 |
|
|
2017
Q3 | – | Sell |
-8
| Closed | – | – | 4095 |
|
|
2017
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 4109 |
|