CarsonAllaria Wealth Management’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 | $26.8K | Hold |
50
| – | – | 0.01% | 173 |
|
|
2025
Q1 | $16.1K | Hold |
50
| – | – | 0.01% | 211 |
|
|
2024
Q4 | $21.2K | Hold |
50
| – | – | 0.01% | 194 |
|
|
2024
Q3 | $19.5K | Hold |
50
| – | – | 0.01% | 203 |
|
|
2024
Q2 | $15.2K | Hold |
50
| – | – | 0.01% | 216 |
|
|
2024
Q1 | $15.9K | Hold |
50
| – | – | 0.01% | 206 |
|
|
2023
Q4 | $10.3K | Buy |
+50
| New | +$10.3K | 0.01% | 215 |
|