Coldstream Capital 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 | $1.04M | Sell |
1,945
-13
| -0.7% | -$6.97K | 0.02% | 412 |
|
|
2025
Q1 | $631K | Buy |
1,958
+70
| +4% | +$22.6K | 0.01% | 506 |
|
|
2024
Q4 | $801K | Sell |
1,888
-212
| -10% | -$89.9K | 0.02% | 428 |
|
|
2024
Q3 | $824K | Buy |
2,100
+9
| +0.4% | +$3.53K | 0.02% | 437 |
|
|
2024
Q2 | $636K | Sell |
2,091
-306
| -13% | -$93.1K | 0.02% | 459 |
|
|
2024
Q1 | $762K | Buy |
2,397
+61
| +3% | +$19.4K | 0.02% | 402 |
|
|
2023
Q4 | $480K | Buy |
2,336
+1,109
| +90% | +$228K | 0.01% | 517 |
|
|
2023
Q3 | $209K | Sell |
1,227
-73
| -6% | -$12.4K | 0.01% | 747 |
|
|
2023
Q2 | $213K | Buy |
+1,300
| New | +$213K | 0.01% | 769 |
|