Dakota Wealth Management’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 | $346K | Buy |
646
+12
| +2% | +$6.44K | 0.01% | 584 |
|
|
2025
Q1 | $204K | Sell |
634
-154
| -20% | -$49.6K | ﹤0.01% | 709 |
|
|
2024
Q4 | $334K | Buy |
788
+29
| +4% | +$12.3K | 0.01% | 576 |
|
|
2024
Q3 | $296K | Buy |
759
+2
| +0.3% | +$781 | 0.01% | 591 |
|
|
2024
Q2 | $230K | Sell |
757
-340
| -31% | -$103K | 0.01% | 631 |
|
|
2024
Q1 | $349K | Sell |
1,097
-228
| -17% | -$72.4K | 0.01% | 556 |
|
|
2023
Q4 | $273K | Sell |
1,325
-17
| -1% | -$3.5K | 0.01% | 533 |
|
|
2023
Q3 | $229K | Sell |
1,342
-134
| -9% | -$22.8K | 0.01% | 556 |
|
|
2023
Q2 | $242K | Sell |
1,476
-57
| -4% | -$9.36K | 0.01% | 535 |
|
|
2023
Q1 | $224K | Buy |
+1,533
| New | +$224K | 0.01% | 540 |
|