Dean Investment Associates’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-14,473
| Closed | -$632K | – | 214 |
|
2018
Q4 | $632K | Buy |
14,473
+148
| +1% | +$6.46K | 0.1% | 191 |
|
2018
Q3 | $808K | Sell |
14,325
-5,817
| -29% | -$328K | 0.11% | 183 |
|
2018
Q2 | $923K | Buy |
20,142
+267
| +1% | +$12.2K | 0.14% | 152 |
|
2018
Q1 | $820K | Buy |
19,875
+478
| +2% | +$19.7K | 0.12% | 164 |
|
2017
Q4 | $847K | Buy |
19,397
+3,696
| +24% | +$161K | 0.13% | 165 |
|
2017
Q3 | $561K | Buy |
+15,701
| New | +$561K | 0.09% | 201 |
|