Crewe Advisors’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 | $11.8K | Hold |
22
| – | – | ﹤0.01% | 439 |
|
2025
Q1 | $7.09K | Hold |
22
| – | – | ﹤0.01% | 451 |
|
2024
Q4 | $9.33K | Buy |
+22
| New | +$9.33K | ﹤0.01% | 434 |
|
2024
Q3 | – | Sell |
-63
| Closed | -$19.2K | – | 815 |
|
2024
Q2 | $19.2K | Buy |
63
+41
| +186% | +$12.5K | ﹤0.01% | 560 |
|
2024
Q1 | $6.99K | Buy |
+22
| New | +$6.99K | ﹤0.01% | 674 |
|
2023
Q4 | – | Sell |
-1
| Closed | -$171 | – | 521 |
|
2023
Q3 | $171 | Buy |
+1
| New | +$171 | ﹤0.01% | 459 |
|