JFS Wealth Advisors’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2K | Hold |
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|
2025
Q1 | $11K | Hold |
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|
2024
Q4 | $14.4K | Hold |
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|
2024
Q3 | $13.3K | Buy |
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|
2024
Q2 | $10K | Hold |
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|
2024
Q1 | $10.5K | Hold |
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|
2023
Q4 | $6.79K | Hold |
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|
2023
Q3 | $5.62K | Hold |
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|
2023
Q2 | $5.42K | Sell |
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|
2023
Q1 | $4.96K | Sell |
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|
2022
Q4 | $4.14K | Buy |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $2K | Buy |
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|
2021
Q4 | $1K | Buy |
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