Global Retirement Partners’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	$362K	Buy	388 +75	+24%	+$69.2K	0.01%	1133
2025 Q3	$258K	Buy	313 +174	+125%	+$118K	0.01%	1050
2025 Q2	$74.4K	Buy	+139	New	+$60.6K	﹤0.01%	1570
2024 Q4	$59.6K	Sell	141 -5	-3%	-$2.19K	﹤0.01%	1537
2024 Q3	$57.2K	Sell	146 -4	-3%	-$1.32K	﹤0.01%	1501
2024 Q2	$45.7K	Hold	150	–	–	﹤0.01%	1587
2024 Q1	$47.8K	Hold	150	–	–	﹤0.01%	1438
2023 Q4	$30.4K	Sell	150 -6	-4%	-$1.11K	﹤0.01%	1557
2023 Q3	$26K	Buy	156 +1	+0.6%	+$175	﹤0.01%	1544
2023 Q2	$25.4K	Buy	155 +28	+22%	+$4.16K	﹤0.01%	1570
2023 Q1	$19K	Sell	127 -4	-3%	-$519	﹤0.01%	1654
2022 Q4	$15K	Hold	131	–	–	﹤0.01%	1604
2022 Q3	$16K	Buy	131 +16	+14%	+$1.57K	﹤0.01%	1485
2022 Q2	$10K	Buy	115 +8	+7%	+$688	﹤0.01%	1623
2022 Q1	$9K	Buy	+107	New	+$9.6K	﹤0.01%	1658