HWMA
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Heritage Wealth Management (Arizona)’s Comfort Systems FIX Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,195
Closed -$246K – 180
2023
Q4 		$246K Buy
+1,195
New +$221K 0.13% 141
2022
Q4 		$785K Buy
6,824
+3,300
+94% +$384K 0.11% 135
2022
Q3 		$343K Sell
3,524
-253
-7% -$24.8K 0.11% 133
2022
Q2 		$314K Buy
3,777
+331
+10% +$28.5K 0.1% 148
2022
Q1 		$307K Buy
+3,446
New +$309K 0.08% 185
2021
Q3 		$134K Buy
1,877
+600
+47% +$44.7K 0.05% 284
2021
Q2 		$101K Buy
1,277
+479
+60% +$39K 0.04% 336
2021
Q1 		$60K Buy
+798
New +$51K 0.03% 344

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