FirstPurpose Wealth’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
$305K Sell
1,005
-128
-11% -$38.9K 0.11% 159
2023
Q4
$233K Sell
1,133
-100
-8% -$20.6K 0.09% 182
2023
Q3
$210K Buy
+1,233
New +$210K 0.09% 179