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IBEX Wealth Advisors’s Comfort Systems FIX Stock Holding History

IBEX Wealth Advisors’s Portfolio FIX Stock Details FIX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,044
Closed -$443K – 151
2024
Q4 		$443K Buy
+1,044
New +$443K 0.05% 156
2024
Q3 		– Sell
-956
Closed -$291K – 140
2024
Q2 		$291K Buy
+956
New +$291K 0.05% 109