Boston Financial Management’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,500
| Closed | -$219K | – | 309 |
|
|
2023
Q1 | $219K | Sell |
1,500
-2,520
| -63% | -$368K | 0.01% | 294 |
|
|
2022
Q4 | $463K | Hold |
4,020
| – | – | 0.02% | 231 |
|
|
2022
Q3 | $391K | Sell |
4,020
-9,980
| -71% | -$971K | 0.02% | 234 |
|
|
2022
Q2 | $1.16M | Sell |
14,000
-1,000
| -7% | -$83.1K | 0.05% | 152 |
|
|
2022
Q1 | $1.34M | Hold |
15,000
| – | – | 0.05% | 148 |
|
|
2021
Q4 | $1.48M | Hold |
15,000
| – | – | 0.05% | 129 |
|
|
2021
Q3 | $1.07M | Hold |
15,000
| – | – | 0.04% | 137 |
|
|
2021
Q2 | $1.18M | Buy |
15,000
+500
| +3% | +$39.4K | 0.05% | 129 |
|
|
2021
Q1 | $1.08M | Buy |
+14,500
| New | +$1.08M | 0.05% | 125 |
|