Heritage Wealth Management (Arizona)’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,195
| Closed | -$246K | – | 180 |
|
|
2023
Q4 | $246K | Buy |
+1,195
| New | +$246K | 0.13% | 141 |
|
|
2022
Q4 | $785K | Buy |
6,824
+3,300
| +94% | +$380K | 0.11% | 135 |
|
|
2022
Q3 | $343K | Sell |
3,524
-253
| -7% | -$24.6K | 0.11% | 133 |
|
|
2022
Q2 | $314K | Buy |
3,777
+331
| +10% | +$27.5K | 0.1% | 148 |
|
|
2022
Q1 | $307K | Buy |
+3,446
| New | +$307K | 0.08% | 185 |
|
|
2021
Q3 | $134K | Buy |
1,877
+600
| +47% | +$42.8K | 0.05% | 284 |
|
|
2021
Q2 | $101K | Buy |
1,277
+479
| +60% | +$37.9K | 0.04% | 336 |
|
|
2021
Q1 | $60K | Buy |
+798
| New | +$60K | 0.03% | 344 |
|