Harvest Group Wealth Management’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10
| Closed | -$1K | – | 263 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 465 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 447 |
|
|
2020
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 596 |
|
|
2020
Q1 | $0 | Sell |
10
-15
| -60% | – | ﹤0.01% | 656 |
|
|
2019
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 768 |
|
|
2019
Q3 | $1K | Sell |
25
-20
| -44% | -$800 | ﹤0.01% | 859 |
|
|
2019
Q2 | $2K | Hold |
45
| – | – | ﹤0.01% | 538 |
|
|
2019
Q1 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 616 |
|