DAS
Diversify Advisory Services’s Comfort Systems FIX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.36M | Buy |
1,888
+354
| +23% | +$254K | 0.05% | 257 |
|
2025
Q1 | $610K | Buy |
1,534
+468
| +44% | +$186K | 0.04% | 315 |
|
2024
Q4 | $469K | Sell |
1,066
-205
| -16% | -$90.2K | 0.03% | 372 |
|
2024
Q3 | $527K | Sell |
1,271
-389
| -23% | -$161K | 0.03% | 370 |
|
2024
Q2 | $500K | Sell |
1,660
-1,347
| -45% | -$406K | 0.03% | 382 |
|
2024
Q1 | $961K | Buy |
+3,007
| New | +$961K | 0.06% | 260 |
|