Bordeaux 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-451,166
| Closed | -$451K | – | 91 |
|
|
2021
Q4 | $451K | Hold |
451,166
| – | – | 0.21% | 65 |
|
|
2021
Q3 | $451K | Buy |
451,166
+2,607
| +0.6% | +$2.61K | 0.26% | 56 |
|
|
2021
Q2 | $449K | Buy |
448,559
+4,133
| +0.9% | +$4.14K | 0.26% | 57 |
|
|
2021
Q1 | $444K | Sell |
444,426
-181,341
| -29% | -$181K | 0.31% | 49 |
|
|
2020
Q4 | $626K | Buy |
+625,767
| New | +$626K | 0.47% | 34 |
|