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
2023 Q4	$246K	Buy
2022 Q4	$785K	Buy
2022 Q3	$343K	Sell
2022 Q2	$314K	Buy
2022 Q1	$307K	Buy
2021 Q3	$134K	Buy
2021 Q2	$101K	Buy
2021 Q1	$60K	Buy