Evoke Wealth’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.94M | Sell |
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|
2025
Q3 | $1.9M | Buy |
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|
2025
Q2 | $889K | Buy |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $390K | Buy |
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|
2024
Q3 | $354K | Buy |
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|
2024
Q2 | $274K | Buy |
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|
2024
Q1 | $286K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $88K | Hold |
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|
2022
Q2 | $75K | Hold |
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|
2022
Q1 | $80K | Buy |
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