CreativeOne 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 | $1.28M | Buy |
2,389
+96
| +4% | +$51.5K | 0.03% | 465 |
|
|
2025
Q1 | $739K | Sell |
2,293
-99
| -4% | -$31.9K | 0.02% | 576 |
|
|
2024
Q4 | $1.01M | Sell |
2,392
-939
| -28% | -$398K | 0.03% | 464 |
|
|
2024
Q3 | $1.3M | Buy |
+3,331
| New | +$1.3M | 0.04% | 362 |
|
|
2024
Q2 | – | Sell |
-3,287
| Closed | -$1.04M | – | 817 |
|
|
2024
Q1 | $1.04M | Buy |
+3,287
| New | +$1.04M | 0.04% | 367 |
|