Chase Investment Counsel’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,709
| Closed | -$3.26M | – | 130 |
|
|
2024
Q2 | $3.26M | Buy |
10,709
+248
| +2% | +$75.4K | 1.15% | 32 |
|
|
2024
Q1 | $3.32M | Sell |
10,461
-5,247
| -33% | -$1.67M | 1.24% | 30 |
|
|
2023
Q4 | $3.23M | Sell |
15,708
-306
| -2% | -$62.9K | 1.43% | 21 |
|
|
2023
Q3 | $2.73M | Buy |
16,014
+317
| +2% | +$54K | 1.36% | 28 |
|
|
2023
Q2 | $2.58M | Buy |
+15,697
| New | +$2.58M | 1.3% | 30 |
|