Mutual 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 | $337K | Sell |
65,300
-67,373
| -51% | -$348K | 0.01% | 944 |
|
|
2025
Q1 | $708K | Buy |
132,673
+92,671
| +232% | +$495K | 0.02% | 573 |
|
|
2024
Q4 | $374K | Hold |
40,002
| – | – | 0.01% | 813 |
|
|
2024
Q3 | $571K | Sell |
40,002
-36,221
| -48% | -$517K | 0.02% | 658 |
|
|
2024
Q2 | $1.28M | Sell |
76,223
-24,237
| -24% | -$407K | 0.04% | 403 |
|
|
2024
Q1 | $2.13M | Hold |
100,460
| – | – | 0.07% | 259 |
|
|
2023
Q4 | $1.9M | Sell |
100,460
-14,960
| -13% | -$282K | 0.07% | 290 |
|
|
2023
Q3 | $1.54M | Sell |
115,420
-9,230
| -7% | -$123K | 0.06% | 313 |
|
|
2023
Q2 | $2.19M | Hold |
124,650
| – | – | 0.08% | 237 |
|
|
2023
Q1 | $1.58M | Sell |
124,650
-472
| -0.4% | -$5.98K | 0.06% | 300 |
|
|
2022
Q4 | $1.21M | Buy |
125,122
+3,372
| +3% | +$32.5K | 0.05% | 355 |
|
|
2022
Q3 | $1.07M | Buy |
+121,750
| New | +$1.07M | 0.05% | 346 |
|