Alliance Wealth Advisors (Utah)’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 | $1.95M | Buy |
3,643
+2
| +0.1% | +$1.07K | 0.47% | 65 |
|
|
2025
Q1 | $1.17M | Buy |
3,641
+151
| +4% | +$48.7K | 0.31% | 87 |
|
|
2024
Q4 | $1.48M | Sell |
3,490
-906
| -21% | -$384K | 0.38% | 80 |
|
|
2024
Q3 | $1.72M | Sell |
4,396
-355
| -7% | -$139K | 0.45% | 70 |
|
|
2024
Q2 | $1.44M | Buy |
4,751
+394
| +9% | +$120K | 0.42% | 67 |
|
|
2024
Q1 | $1.38M | Sell |
4,357
-357
| -8% | -$113K | 0.41% | 66 |
|
|
2023
Q4 | $969K | Buy |
4,714
+145
| +3% | +$29.8K | 0.33% | 77 |
|
|
2023
Q3 | $779K | Buy |
4,569
+39
| +0.9% | +$6.65K | 0.29% | 83 |
|
|
2023
Q2 | $744K | Buy |
4,530
+579
| +15% | +$95.1K | 0.28% | 88 |
|
|
2023
Q1 | $577K | Buy |
3,951
+367
| +10% | +$53.6K | 0.23% | 104 |
|
|
2022
Q4 | $412K | Buy |
+3,584
| New | +$412K | 0.19% | 121 |
|