J.P. Morgan Private Wealth Advisors’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.3M | Sell |
13,515
-1,060
| -7% | -$181K | 0.01% | 691 |
|
|
2023
Q2 | $2.39M | Sell |
14,575
-7,763
| -35% | -$1.27M | 0.01% | 505 |
|
|
2023
Q1 | $3.26M | Buy |
22,338
+480
| +2% | +$70.1K | 0.01% | 714 |
|
|
2022
Q4 | $2.52M | Sell |
21,858
-3,086
| -12% | -$355K | 0.01% | 770 |
|
|
2022
Q3 | $2.43M | Sell |
24,944
-596
| -2% | -$58K | 0.01% | 776 |
|
|
2022
Q2 | $2.12M | Buy |
25,540
+805
| +3% | +$66.9K | 0.01% | 829 |
|
|
2022
Q1 | $2.2M | Buy |
24,735
+1,728
| +8% | +$154K | ﹤0.01% | 869 |
|
|
2021
Q4 | $2.28M | Sell |
23,007
-1,203
| -5% | -$119K | ﹤0.01% | 857 |
|
|
2021
Q3 | $1.73M | Buy |
24,210
+2,581
| +12% | +$184K | ﹤0.01% | 954 |
|
|
2021
Q2 | $1.7M | Buy |
21,629
+6,220
| +40% | +$490K | ﹤0.01% | 942 |
|
|
2021
Q1 | $1.15M | Buy |
15,409
+1,604
| +12% | +$120K | ﹤0.01% | 977 |
|
|
2020
Q4 | $727K | Buy |
13,805
+1,418
| +11% | +$74.7K | ﹤0.01% | 1130 |
|
|
2020
Q3 | $638K | Buy |
+12,387
| New | +$638K | ﹤0.01% | 1058 |
|