JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2K | Hold |
34
| – | – | ﹤0.01% | 676 |
|
|
2025
Q1 | $11K | Hold |
34
| – | – | ﹤0.01% | 851 |
|
|
2024
Q4 | $14.4K | Hold |
34
| – | – | ﹤0.01% | 740 |
|
|
2024
Q3 | $13.3K | Buy |
34
+1
| +3% | +$390 | ﹤0.01% | 760 |
|
|
2024
Q2 | $10K | Hold |
33
| – | – | ﹤0.01% | 796 |
|
|
2024
Q1 | $10.5K | Hold |
33
| – | – | ﹤0.01% | 801 |
|
|
2023
Q4 | $6.79K | Hold |
33
| – | – | ﹤0.01% | 934 |
|
|
2023
Q3 | $5.62K | Hold |
33
| – | – | ﹤0.01% | 949 |
|
|
2023
Q2 | $5.42K | Sell |
33
-1
| -3% | -$164 | ﹤0.01% | 964 |
|
|
2023
Q1 | $4.96K | Sell |
34
-2
| -6% | -$292 | ﹤0.01% | 990 |
|
|
2022
Q4 | $4.14K | Buy |
36
+3
| +9% | +$345 | ﹤0.01% | 1069 |
|
|
2022
Q3 | $3K | Buy |
33
+20
| +154% | +$1.82K | ﹤0.01% | 1173 |
|
|
2022
Q2 | $1K | Sell |
13
-13
| -50% | -$1K | ﹤0.01% | 1523 |
|
|
2022
Q1 | $2K | Buy |
26
+16
| +160% | +$1.23K | ﹤0.01% | 1404 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1351 |
|