Avior 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 | $1.4M | Buy |
2,616
+3
| +0.1% | +$1.61K | 0.05% | 224 |
|
|
2025
Q1 | $842K | Sell |
2,613
-5
| -0.2% | -$1.61K | 0.03% | 296 |
|
|
2024
Q4 | $1.11M | Sell |
2,618
-62
| -2% | -$26.3K | 0.04% | 266 |
|
|
2024
Q3 | $1.05M | Buy |
2,680
+60
| +2% | +$23.4K | 0.04% | 277 |
|
|
2024
Q2 | $797K | Buy |
2,620
+7
| +0.3% | +$2.13K | 0.03% | 326 |
|
|
2024
Q1 | $830K | Buy |
2,613
+1,011
| +63% | +$321K | 0.04% | 330 |
|
|
2023
Q4 | $329K | Buy |
+1,602
| New | +$329K | 0.02% | 428 |
|