Empowered Funds’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 | $24.4M | Buy |
45,483
+11,479
| +34% | +$6.16M | 0.28% | 63 |
|
|
2025
Q1 | $11M | Buy |
34,004
+31,295
| +1,155% | +$10.1M | 0.16% | 136 |
|
|
2024
Q4 | $1.15M | Buy |
+2,709
| New | +$1.15M | 0.02% | 932 |
|
|
2024
Q3 | – | Sell |
-14,094
| Closed | -$4.29M | – | 1418 |
|
|
2024
Q2 | $4.29M | Buy |
14,094
+863
| +7% | +$262K | 0.07% | 376 |
|
|
2024
Q1 | $4.2M | Sell |
13,231
-2,451
| -16% | -$779K | 0.08% | 365 |
|
|
2023
Q4 | $3.23M | Sell |
15,682
-904
| -5% | -$186K | 0.08% | 361 |
|
|
2023
Q3 | $2.83M | Sell |
16,586
-2,394
| -13% | -$408K | 0.08% | 330 |
|
|
2023
Q2 | $3.12M | Buy |
+18,980
| New | +$3.12M | 0.11% | 255 |
|
|
2020
Q4 | – | Sell |
-56,904
| Closed | -$2.93M | – | 179 |
|
|
2020
Q3 | $2.93M | Buy |
+56,904
| New | +$2.93M | 0.91% | 23 |
|