Glenview Trust’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 | $286K | Buy |
+533
| New | +$286K | ﹤0.01% | 439 |
|
2025
Q1 | – | Sell |
-531
| Closed | -$225K | – | 481 |
|
2024
Q4 | $225K | Sell |
531
-249
| -32% | -$106K | ﹤0.01% | 455 |
|
2024
Q3 | $304K | Buy |
780
+91
| +13% | +$35.5K | 0.01% | 408 |
|
2024
Q2 | $210K | Hold |
689
| – | – | ﹤0.01% | 450 |
|
2024
Q1 | $219K | Buy |
+689
| New | +$219K | ﹤0.01% | 447 |
|
2023
Q4 | – | Sell |
-1,213
| Closed | -$207K | – | 471 |
|
2023
Q3 | $207K | Buy |
+1,213
| New | +$207K | 0.01% | 434 |
|