WAM
Wakefield Asset Management’s JELD-WEN Holding JELD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-51,847
| Closed | -$1.1M | – | 165 |
|
|
2024
Q1 | $1.1M | Buy |
51,847
+274
| +0.5% | +$5.82K | 0.38% | 72 |
|
|
2023
Q4 | $974K | Sell |
51,573
-6,634
| -11% | -$125K | 0.36% | 75 |
|
|
2023
Q3 | $778K | Sell |
58,207
-2,428
| -4% | -$32.4K | 0.35% | 76 |
|
|
2023
Q2 | $1.06M | Buy |
60,635
+443
| +0.7% | +$7.77K | 0.42% | 64 |
|
|
2023
Q1 | $762K | Buy |
+60,192
| New | +$762K | 0.32% | 89 |
|