Cetera Advisors’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $971K | Buy |
+3,057
| New | +$971K | 0.01% | 1176 |
|
|
2023
Q3 | – | Sell |
-8,706
| Closed | -$1.43M | – | 1724 |
|
|
2023
Q2 | $1.43M | Sell |
8,706
-243
| -3% | -$39.9K | 0.02% | 583 |
|
|
2023
Q1 | $1.31M | Sell |
8,949
-591
| -6% | -$86.3K | 0.02% | 595 |
|
|
2022
Q4 | $1.1M | Buy |
9,540
+1,259
| +15% | +$145K | 0.02% | 642 |
|
|
2022
Q3 | $806K | Buy |
8,281
+2,147
| +35% | +$209K | 0.02% | 596 |
|
|
2022
Q2 | $510K | Sell |
6,134
-128
| -2% | -$10.6K | 0.01% | 834 |
|
|
2022
Q1 | $557K | Buy |
6,262
+2,872
| +85% | +$255K | 0.01% | 836 |
|
|
2021
Q4 | $335K | Buy |
+3,390
| New | +$335K | 0.01% | 1073 |
|
|
2021
Q3 | – | Sell |
-2,543
| Closed | -$200K | – | 1421 |
|
|
2021
Q2 | $200K | Sell |
2,543
-5,143
| -67% | -$404K | ﹤0.01% | 1242 |
|
|
2021
Q1 | $575K | Sell |
7,686
-456
| -6% | -$34.1K | 0.02% | 684 |
|
|
2020
Q4 | $429K | Buy |
8,142
+1,699
| +26% | +$89.5K | 0.01% | 693 |
|
|
2020
Q3 | $332K | Buy |
+6,443
| New | +$332K | 0.01% | 695 |
|