Beacon Harbor Wealth Advisors’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	$8.05M	Sell	15,014 -1,957	-12%	-$1.05M	2.01%	12
2025 Q1	$5.47M	Sell	16,971 -347	-2%	-$112K	1.27%	42
2024 Q4	$7.34M	Buy	17,318 +96	+0.6%	+$40.7K	1.71%	20
2024 Q3	$6.72M	Sell	17,222 -17	-0.1%	-$6.64K	1.6%	29
2024 Q2	$5.24M	Buy	+17,239	New	+$5.24M	1.36%	40