Indie Asset Partners’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-595
| Closed | -$252K | – | 103 |
|
|
2024
Q4 | $252K | Hold |
595
| – | – | 0.2% | 91 |
|
|
2024
Q3 | $232K | Buy |
+595
| New | +$232K | 0.17% | 101 |
|
|
2022
Q3 | – | Sell |
-3,675
| Closed | -$306K | – | 93 |
|
|
2022
Q2 | $306K | Sell |
3,675
-3,550
| -49% | -$296K | 0.27% | 65 |
|
|
2022
Q1 | $643K | Sell |
7,225
-1,000
| -12% | -$89K | 0.48% | 31 |
|
|
2021
Q4 | $814K | Hold |
8,225
| – | – | 0.59% | 30 |
|
|
2021
Q3 | $587K | Sell |
8,225
-100
| -1% | -$7.14K | 0.48% | 45 |
|
|
2021
Q2 | $656K | Hold |
8,325
| – | – | 0.53% | 38 |
|
|
2021
Q1 | $622K | Buy |
+8,325
| New | +$622K | 0.71% | 34 |
|