FDx Advisors’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,201
| Closed | -$247K | – | 457 |
|
2023
Q4 | $247K | Buy |
+1,201
| New | +$247K | 0.02% | 590 |
|
2018
Q1 | – | Sell |
-4,763
| Closed | -$208K | – | 1191 |
|
2017
Q4 | $208K | Buy |
+4,763
| New | +$208K | 0.01% | 1183 |
|
2016
Q4 | – | Sell |
-19,771
| Closed | -$579K | – | 1136 |
|
2016
Q3 | $579K | Buy |
19,771
+421
| +2% | +$12.3K | 0.02% | 571 |
|
2016
Q2 | $630K | Sell |
19,350
-710
| -4% | -$23.1K | 0.03% | 511 |
|
2016
Q1 | $637K | Buy |
+20,060
| New | +$637K | 0.03% | 513 |
|