Corient Private Wealth’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 | $899K | Buy |
1,677
+417
| +33% | +$224K | ﹤0.01% | 1485 |
|
|
2025
Q1 | $406K | Sell |
1,260
-152
| -11% | -$49K | ﹤0.01% | 1697 |
|
|
2024
Q4 | $599K | Buy |
1,412
+179
| +15% | +$75.9K | ﹤0.01% | 1522 |
|
|
2024
Q3 | $481K | Buy |
1,233
+222
| +22% | +$86.7K | ﹤0.01% | 1727 |
|
|
2024
Q2 | $307K | Buy |
+1,011
| New | +$307K | ﹤0.01% | 1886 |
|