Obermeyer Wealth Partners’s JELD-WEN Holding JELD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-932,199
| Closed | -$23M | – | 117 |
|
|
2018
Q3 | $23M | Buy |
932,199
+10,779
| +1% | +$266K | 1.94% | 29 |
|
|
2018
Q2 | $26.3M | Sell |
921,420
-20,583
| -2% | -$588K | 2.34% | 26 |
|
|
2018
Q1 | $28.8M | Buy |
942,003
+18,143
| +2% | +$556K | 2.62% | 22 |
|
|
2017
Q4 | $36.4M | Buy |
923,860
+16,645
| +2% | +$655K | 3.16% | 12 |
|
|
2017
Q3 | $32.2M | Buy |
907,215
+37,202
| +4% | +$1.32M | 2.79% | 15 |
|
|
2017
Q2 | $28.2M | Buy |
+870,013
| New | +$28.2M | 2.5% | 18 |
|