CWP
FIX icon

Cyndeo Wealth Partners’s Comfort Systems FIX Stock Holding History

Cyndeo Wealth Partners’s Portfolio FIX Stock Details FIX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-790
Closed -$335K – 463
2024
Q4 		$335K Hold
790
– – 0.02% 354
2024
Q3 		$308K Hold
790
– – 0.02% 360
2024
Q2 		$240K Hold
790
– – 0.02% 363
2024
Q1 		$251K Buy
+790
New +$251K 0.02% 346