Graves Light Lenhart Wealth’s Comfort Systems FIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-30
Closed -$2K 730
2021
Q2
$2K Sell
30
-20
-40% -$1.33K ﹤0.01% 677
2021
Q1
$4K Hold
50
﹤0.01% 651
2020
Q4
$3K Buy
+50
New +$3K ﹤0.01% 646