Connecticut Wealth 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
$316K Buy
+590
New +$316K 0.02% 253
2025
Q1
Sell
-590
Closed -$250K 310
2024
Q4
$250K Hold
590
0.01% 246
2024
Q3
$230K Buy
+590
New +$230K 0.01% 295