Beacon Harbor Wealth Advisors’s Comfort Systems FIX Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio FIX Stock Details FIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.05M	Sell
2025 Q2	$8.05M	Sell
2025 Q1	$5.47M	Sell
2024 Q4	$7.34M	Buy
2024 Q3	$6.72M	Sell
2024 Q2	$5.24M	Buy