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Physician Wealth Advisors, Inc. → JELD
Physician Wealth Advisors, Inc. JELD Position History
JELD-WEN Holding, Inc. • Manufacturing
Quarters held
3
Latest value
$3K
Q3 2026
Peak value
$3K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1K |
| Q4 2025 | $675 |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 1.4K | — | — |
| Q4 2025 | $675 | 274 | — | — |
| Q3 2025 | $1K | 274 | — | — |