Envestnet Portfolio Solutions’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 | $281K | Sell |
524
-300
| -36% | -$161K | ﹤0.01% | 1368 |
|
|
2025
Q1 | $266K | Sell |
824
-700
| -46% | -$226K | ﹤0.01% | 1354 |
|
|
2024
Q4 | $646K | Sell |
1,524
-379
| -20% | -$161K | ﹤0.01% | 1108 |
|
|
2024
Q3 | $743K | Sell |
1,903
-8
| -0.4% | -$3.12K | ﹤0.01% | 1018 |
|
|
2024
Q2 | $581K | Sell |
1,911
-1,041
| -35% | -$317K | ﹤0.01% | 1072 |
|
|
2024
Q1 | $938K | Sell |
2,952
-2,166
| -42% | -$688K | ﹤0.01% | 860 |
|
|
2023
Q4 | $1.05M | Sell |
5,118
-422
| -8% | -$86.8K | ﹤0.01% | 782 |
|
|
2023
Q3 | $944K | Buy |
+5,540
| New | +$944K | ﹤0.01% | 761 |
|