Clearstead Advisors’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 | $558K | Buy |
1,041
+855
| +460% | +$458K | 0.01% | 582 |
|
|
2025
Q1 | $60K | Buy |
186
+144
| +343% | +$46.4K | ﹤0.01% | 1125 |
|
|
2024
Q4 | $17.8K | Sell |
42
-363
| -90% | -$154K | ﹤0.01% | 1419 |
|
|
2024
Q3 | $158K | Buy |
405
+22
| +6% | +$8.59K | ﹤0.01% | 918 |
|
|
2024
Q2 | $116K | Buy |
383
+23
| +6% | +$7K | ﹤0.01% | 965 |
|
|
2024
Q1 | $120K | Buy |
360
+155
| +76% | +$51.5K | 0.01% | 569 |
|
|
2023
Q4 | $42.2K | Buy |
205
+183
| +832% | +$37.6K | ﹤0.01% | 787 |
|
|
2023
Q3 | $3.75K | Buy |
+22
| New | +$3.75K | ﹤0.01% | 1294 |
|