IFP 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 | $365 | Sell |
294
-97
| -25% | -$212 | ﹤0.01% | 4495 |
|
|
2025
Q4 | $962 | Sell |
391
-188
| -32% | -$617 | ﹤0.01% | 4086 |
|
|
2025
Q3 | $2.84K | Buy |
579
+179
| +45% | +$957 | ﹤0.01% | 3549 |
|
|
2025
Q2 | $1.57K | Buy |
+400
| New | +$1.78K | ﹤0.01% | 4009 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4216 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4483 |
|
|
2022
Q4 | – | Sell |
-34
| Closed | -$1K | – | 4718 |
|
|
2022
Q3 | $1K | Buy |
+34
| New | +$446 | ﹤0.01% | 4588 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4043 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3766 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3687 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3541 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3419 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3273 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3252 |
|
|
2019
Q4 | – | Sell |
-63
| Closed | -$1.3K | – | 3249 |
|
|
2019
Q3 | $1K | Buy |
+63
| New | +$1.22K | ﹤0.01% | 2877 |
|
|
2019
Q1 | – | Sell |
-63
| Closed | -$1K | – | 2898 |
|
|
2018
Q4 | $1K | Sell |
63
-37
| -37% | -$655 | ﹤0.01% | 3324 |
|
|
2018
Q3 | $2K | Buy |
100
+37
| +59% | +$985 | ﹤0.01% | 3545 |
|
|
2018
Q2 | $2K | Buy |
63
+55
| +688% | +$1.59K | ﹤0.01% | 3590 |
|
|
2018
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 3793 |
|
|
2017
Q4 | $0 | Buy |
+8
| New | +$297 | ﹤0.01% | 3950 |
|
|
2017
Q3 | – | Sell |
-8
| Closed | – | – | 4136 |
|
|
2017
Q2 | $0 | Buy |
+8
| New | +$259 | ﹤0.01% | 4149 |
|
Other funds holding JELD
TCAM
MVP
VCM
OFCM
