Convergence Investment Partners’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 | – | Sell |
-2,995
| Closed | -$965K | – | 253 |
|
|
2025
Q1 | $965K | Buy |
+2,995
| New | +$965K | 0.27% | 131 |
|
|
2020
Q4 | – | Sell |
-13,620
| Closed | -$702K | – | 246 |
|
|
2020
Q3 | $702K | Buy |
+13,620
| New | +$702K | 0.24% | 146 |
|
|
2019
Q1 | – | Sell |
-6,936
| Closed | -$303K | – | 331 |
|
|
2018
Q4 | $303K | Sell |
6,936
-3,241
| -32% | -$142K | 0.07% | 249 |
|
|
2018
Q3 | $574K | Buy |
+10,177
| New | +$574K | 0.12% | 200 |
|
|
2016
Q2 | – | Sell |
-47,938
| Closed | -$1.52M | – | 330 |
|
|
2016
Q1 | $1.52M | Buy |
47,938
+7,230
| +18% | +$230K | 0.18% | 197 |
|
|
2015
Q4 | $1.16M | Sell |
40,708
-10,580
| -21% | -$301K | 0.13% | 238 |
|
|
2015
Q3 | $1.4M | Buy |
+51,288
| New | +$1.4M | 0.16% | 210 |
|
|
2014
Q1 | – | Sell |
-31,760
| Closed | -$616K | – | 390 |
|
|
2013
Q4 | $616K | Buy |
+31,760
| New | +$616K | 0.1% | 238 |
|