9258 Wealth Management’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $624K | Hold |
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|
2024
Q2 | $486K | Sell |
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|
2024
Q1 | $509K | Sell |
|
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|
2023
Q4 | $331K | Sell |
|
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|
2023
Q3 | $297K | Sell |
|
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|
2023
Q2 | $288K | Sell |
|
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|
2023
Q1 | $267K | Sell |
|
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|
2022
Q4 | $223K | Sell |
|
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|
2022
Q3 | $203K | Buy |
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $208K | Sell |
|
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|
2021
Q3 | $208K | Hold |
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|
2021
Q2 | $229K | Sell |
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|
2021
Q1 | $218K | Buy |
|