Impact Partnership Wealth’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 | $430K | Sell |
802
-14
| -2% | -$7.51K | 0.08% | 162 |
|
|
2025
Q1 | $263K | Sell |
816
-77
| -9% | -$24.8K | 0.06% | 190 |
|
|
2024
Q4 | $379K | Sell |
893
-7
| -0.8% | -$2.97K | 0.08% | 168 |
|
|
2024
Q3 | $351K | Sell |
900
-26
| -3% | -$10.1K | 0.08% | 153 |
|
|
2024
Q2 | $282K | Sell |
926
-14
| -1% | -$4.26K | 0.07% | 170 |
|
|
2024
Q1 | $299K | Sell |
940
-19
| -2% | -$6.04K | 0.12% | 122 |
|
|
2023
Q4 | $197K | Sell |
959
-35
| -4% | -$7.2K | 0.07% | 186 |
|
|
2023
Q3 | $169K | Sell |
994
-267
| -21% | -$45.5K | 0.05% | 206 |
|
|
2023
Q2 | $207K | Buy |
+1,261
| New | +$207K | 0.07% | 152 |
|