9258 Wealth Management’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $624K | Hold |
1,598
| – | – | 0.09% | 175 |
|
|
2024
Q2 | $486K | Sell |
1,598
-5
| -0.3% | -$1.52K | 0.07% | 193 |
|
|
2024
Q1 | $509K | Sell |
1,603
-6
| -0.4% | -$1.91K | 0.08% | 192 |
|
|
2023
Q4 | $331K | Sell |
1,609
-131
| -8% | -$26.9K | 0.06% | 239 |
|
|
2023
Q3 | $297K | Sell |
1,740
-15
| -0.9% | -$2.56K | 0.06% | 249 |
|
|
2023
Q2 | $288K | Sell |
1,755
-72
| -4% | -$11.8K | 0.05% | 259 |
|
|
2023
Q1 | $267K | Sell |
1,827
-107
| -6% | -$15.6K | 0.05% | 265 |
|
|
2022
Q4 | $223K | Sell |
1,934
-148
| -7% | -$17K | 0.05% | 291 |
|
|
2022
Q3 | $203K | Buy |
+2,082
| New | +$203K | 0.05% | 302 |
|
|
2022
Q1 | – | Sell |
-2,103
| Closed | -$208K | – | 369 |
|
|
2021
Q4 | $208K | Sell |
2,103
-809
| -28% | -$80K | 0.05% | 345 |
|
|
2021
Q3 | $208K | Hold |
2,912
| – | – | 0.06% | 324 |
|
|
2021
Q2 | $229K | Sell |
2,912
-1
| -0% | -$79 | 0.06% | 309 |
|
|
2021
Q1 | $218K | Buy |
+2,913
| New | +$218K | 0.07% | 296 |
|