Covestor’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 | $285K | Buy |
532
+18
| +4% | +$9.64K | 0.17% | 75 |
|
|
2025
Q1 | $165K | Sell |
514
-1
| -0.2% | -$321 | 0.11% | 214 |
|
|
2024
Q4 | $218K | Buy |
515
+50
| +11% | +$21.2K | 0.14% | 143 |
|
|
2024
Q3 | $182K | Buy |
465
+31
| +7% | +$12.1K | 0.11% | 215 |
|
|
2024
Q2 | $132K | Sell |
434
-81
| -16% | -$24.6K | 0.09% | 331 |
|
|
2024
Q1 | $164K | Sell |
515
-46
| -8% | -$14.6K | 0.1% | 243 |
|
|
2023
Q4 | $115K | Buy |
561
+68
| +14% | +$13.9K | 0.08% | 402 |
|
|
2023
Q3 | $84K | Sell |
493
-224
| -31% | -$38.2K | 0.06% | 520 |
|
|
2023
Q2 | $118K | Buy |
717
+45
| +7% | +$7.41K | 0.09% | 342 |
|
|
2023
Q1 | $98K | Buy |
672
+242
| +56% | +$35.3K | 0.09% | 382 |
|
|
2022
Q4 | $50K | Buy |
430
+296
| +221% | +$34.4K | 0.04% | 723 |
|
|
2022
Q3 | $13K | Buy |
134
+128
| +2,133% | +$12.4K | 0.01% | 1151 |
|
|
2022
Q2 | $1K | Sell |
6
-4
| -40% | -$667 | ﹤0.01% | 1705 |
|
|
2022
Q1 | $1K | Sell |
10
-5
| -33% | -$500 | ﹤0.01% | 1804 |
|
|
2021
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1544 |
|