Evoke Wealth’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 | $889K | Buy |
1,657
+636
| +62% | +$341K | 0.02% | 244 |
|
|
2025
Q1 | $329K | Buy |
1,021
+102
| +11% | +$32.9K | 0.01% | 335 |
|
|
2024
Q4 | $390K | Buy |
919
+12
| +1% | +$5.09K | 0.01% | 303 |
|
|
2024
Q3 | $354K | Buy |
907
+7
| +0.8% | +$2.73K | 0.01% | 309 |
|
|
2024
Q2 | $274K | Buy |
900
+1
| +0.1% | +$304 | 0.32% | 60 |
|
|
2024
Q1 | $286K | Buy |
+899
| New | +$286K | 0.01% | 330 |
|
|
2022
Q4 | – | Sell |
-900
| Closed | -$88K | – | 656 |
|
|
2022
Q3 | $88K | Hold |
900
| – | – | ﹤0.01% | 434 |
|
|
2022
Q2 | $75K | Hold |
900
| – | – | ﹤0.01% | 446 |
|
|
2022
Q1 | $80K | Buy |
+900
| New | +$80K | ﹤0.01% | 458 |
|