EverSource Wealth Advisors’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 | $494K | Buy |
921
+820
| +812% | +$440K | 0.02% | 460 |
|
|
2025
Q1 | $32.6K | Buy |
101
+20
| +25% | +$6.45K | ﹤0.01% | 1440 |
|
|
2024
Q4 | $34.3K | Buy |
81
+77
| +1,925% | +$32.7K | ﹤0.01% | 1356 |
|
|
2024
Q3 | $1.56K | Hold |
4
| – | – | ﹤0.01% | 2612 |
|
|
2024
Q2 | $1.33K | Buy |
4
+3
| +300% | +$998 | ﹤0.01% | 2665 |
|
|
2024
Q1 | $309 | Sell |
1
-34
| -97% | -$10.5K | ﹤0.01% | 2776 |
|
|
2023
Q4 | $7.2K | Buy |
+35
| New | +$7.2K | ﹤0.01% | 1708 |
|