GoalVest Advisory’s Comfort Systems FIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-62
Closed -$10.6K 417
2023
Q3
$10.6K Buy
62
+3
+5% +$511 0.01% 277
2023
Q2
$9.69K Buy
+59
New +$9.69K 0.01% 255