Gen-Wealth Partners’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 | $218K | Hold |
406
| – | – | 0.08% | 211 |
|
|
2025
Q1 | $131K | Sell |
406
-261
| -39% | -$84.1K | 0.05% | 247 |
|
|
2024
Q4 | $283K | Hold |
667
| – | – | 0.12% | 167 |
|
|
2024
Q3 | $260K | Buy |
667
+10
| +2% | +$3.9K | 0.11% | 186 |
|
|
2024
Q2 | $200K | Buy |
657
+171
| +35% | +$52K | 0.1% | 208 |
|
|
2024
Q1 | $154K | Buy |
+486
| New | +$154K | 0.08% | 248 |
|