Bell Investment 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 | $16.1K | Buy |
30
+1
| +3% | +$536 | ﹤0.01% | 494 |
|
2025
Q1 | $9.35K | Hold |
29
| – | – | ﹤0.01% | 634 |
|
2024
Q4 | $12.3K | Buy |
29
+2
| +7% | +$848 | ﹤0.01% | 527 |
|
2024
Q3 | $10.5K | Buy |
27
+2
| +8% | +$781 | ﹤0.01% | 596 |
|
2024
Q2 | $7.6K | Hold |
25
| – | – | ﹤0.01% | 721 |
|
2024
Q1 | $7.94K | Hold |
25
| – | – | ﹤0.01% | 683 |
|
2023
Q4 | $5.14K | Hold |
25
| – | – | ﹤0.01% | 875 |
|
2023
Q3 | $4.26K | Hold |
25
| – | – | ﹤0.01% | 892 |
|
2023
Q2 | $4.11K | Hold |
25
| – | – | ﹤0.01% | 921 |
|
2023
Q1 | $3.65K | Hold |
25
| – | – | ﹤0.01% | 945 |
|
2022
Q4 | $2.88K | Buy |
+25
| New | +$2.88K | ﹤0.01% | 1089 |
|