Baker Tilly 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
Q2 | – | Sell |
-703
| Closed | -$223K | – | 327 |
|
|
2024
Q1 | $223K | Sell |
703
-306
| -30% | -$97.2K | 0.04% | 393 |
|
|
2023
Q4 | $208K | Sell |
1,009
-358
| -26% | -$73.6K | 0.03% | 447 |
|
|
2023
Q3 | $233K | Sell |
1,367
-33
| -2% | -$5.62K | 0.04% | 411 |
|
|
2023
Q2 | $230K | Buy |
1,400
+22
| +2% | +$3.61K | 0.02% | 504 |
|
|
2023
Q1 | $201K | Buy |
+1,378
| New | +$201K | 0.02% | 521 |
|