HighPoint Advisor Group’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $698K | Buy |
1,301
+60
| +5% | +$32.2K | 0.04% | 312 |
|
2025
Q1 | $493K | Sell |
1,241
-251
| -17% | -$99.8K | 0.03% | 364 |
|
2024
Q4 | $648K | Sell |
1,492
-470
| -24% | -$204K | 0.04% | 319 |
|
2024
Q3 | $770K | Buy |
1,962
+13
| +0.7% | +$5.1K | 0.04% | 275 |
|
2024
Q2 | $596K | Buy |
1,949
+28
| +1% | +$8.56K | 0.04% | 317 |
|
2024
Q1 | $639K | Sell |
1,921
-189
| -9% | -$62.9K | 0.05% | 304 |
|
2023
Q4 | $673K | Buy |
+2,110
| New | +$673K | 0.05% | 286 |
|