BWM
Biltmore Wealth Management’s Comfort Systems FIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,952
| Closed | -$227K | – | 43 |
|
|
2018
Q2 | $227K | Sell |
4,952
-218
| -4% | -$9.99K | 0.21% | 36 |
|
|
2018
Q1 | $213K | Sell |
5,170
-105
| -2% | -$4.33K | 0.2% | 37 |
|
|
2017
Q4 | $230K | Buy |
+5,275
| New | +$230K | 0.21% | 34 |
|
|
2017
Q3 | – | Sell |
-5,646
| Closed | -$209K | – | 37 |
|
|
2017
Q2 | $209K | Buy |
+5,646
| New | +$209K | 0.24% | 32 |
|