Clearstead Trust’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	$5.9K	Buy	+11	New	+$5.9K	﹤0.01%	715
2023 Q4	–	Sell	-72	Closed	-$12.3K	–	434
2023 Q3	$12.3K	Buy	+72	New	+$12.3K	﹤0.01%	330