AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Sell |
845
-190
| -18% | -$102K | ﹤0.01% | 959 |
|
|
2025
Q1 | $334K | Buy |
+1,035
| New | +$334K | ﹤0.01% | 1045 |
|
|
2024
Q1 | – | Sell |
-1,778
| Closed | -$369K | – | 1435 |
|
|
2023
Q4 | $369K | Buy |
1,778
+64
| +4% | +$13.3K | ﹤0.01% | 1603 |
|
|
2023
Q3 | $292K | Buy |
1,714
+311
| +22% | +$53K | ﹤0.01% | 1621 |
|
|
2023
Q2 | $230K | Sell |
1,403
-412
| -23% | -$67.6K | ﹤0.01% | 1694 |
|
|
2023
Q1 | $265K | Buy |
+1,815
| New | +$265K | ﹤0.01% | 1611 |
|