Wealthspire Advisors (Maryland)’s JELD-WEN Holding JELD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,228
| Closed | -$22K | – | 1262 |
|
|
2019
Q1 | $22K | Sell |
1,228
-80
| -6% | -$1.43K | ﹤0.01% | 1235 |
|
|
2018
Q4 | $19K | Hold |
1,308
| – | – | ﹤0.01% | 1220 |
|
|
2018
Q3 | $32K | Hold |
1,308
| – | – | ﹤0.01% | 1119 |
|
|
2018
Q2 | $37K | Hold |
1,308
| – | – | ﹤0.01% | 1084 |
|
|
2018
Q1 | $40K | Buy |
+1,308
| New | +$40K | ﹤0.01% | 1072 |
|
|
2017
Q3 | – | Sell |
-1,336
| Closed | -$43K | – | 2359 |
|
|
2017
Q2 | $43K | Sell |
1,336
-729
| -35% | -$23.5K | 0.01% | 999 |
|
|
2017
Q1 | $68K | Buy |
+2,065
| New | +$68K | 0.01% | 713 |
|