Disciplined Investments’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9
| Closed | -$1.48K | – | 614 |
|
|
2023
Q2 | $1.48K | Sell |
9
-1
| -10% | -$164 | ﹤0.01% | 787 |
|
|
2023
Q1 | $1.46K | Sell |
10
-1
| -9% | -$146 | ﹤0.01% | 806 |
|
|
2022
Q4 | $1.27K | Buy |
11
+1
| +10% | +$115 | ﹤0.01% | 799 |
|
|
2022
Q3 | $1K | Buy |
10
+3
| +43% | +$300 | ﹤0.01% | 898 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 915 |
|
|
2022
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 969 |
|