Edgestream Partners’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-11,914
| Closed | -$5.05M | – | 905 |
|
2024
Q4 | $5.05M | Buy |
11,914
+8,664
| +267% | +$3.67M | 0.22% | 150 |
|
2024
Q3 | $1.27M | Sell |
3,250
-2,450
| -43% | -$956K | 0.06% | 522 |
|
2024
Q2 | $1.73M | Buy |
5,700
+462
| +9% | +$141K | 0.08% | 377 |
|
2024
Q1 | $1.66M | Buy |
5,238
+661
| +14% | +$210K | 0.08% | 380 |
|
2023
Q4 | $941K | Buy |
4,577
+1,987
| +77% | +$409K | 0.07% | 459 |
|
2023
Q3 | $441K | Sell |
2,590
-16,271
| -86% | -$2.77M | 0.04% | 621 |
|
2023
Q2 | $3.1M | Buy |
+18,861
| New | +$3.1M | 0.28% | 81 |
|