Integrated Wealth Concepts’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 | $1.95M | Buy |
3,634
+1,851
| +104% | +$993K | 0.02% | 624 |
|
|
2025
Q1 | $575K | Sell |
1,783
-375
| -17% | -$121K | 0.01% | 1085 |
|
|
2024
Q4 | $915K | Buy |
2,158
+181
| +9% | +$76.8K | 0.01% | 859 |
|
|
2024
Q3 | $772K | Sell |
1,977
-162
| -8% | -$63.2K | 0.01% | 906 |
|
|
2024
Q2 | $650K | Buy |
2,139
+966
| +82% | +$294K | 0.01% | 941 |
|
|
2024
Q1 | $373K | Buy |
+1,173
| New | +$373K | 0.01% | 1193 |
|