JSW
FIX icon

Journey Strategic Wealth’s Comfort Systems FIX Stock Holding History

Journey Strategic Wealth’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$524K Buy
978
+274
+39% +$147K 0.02% 286
2025
Q1 		$227K Buy
704
+166
+31% +$53.5K 0.01% 430
2024
Q4 		$228K Sell
538
-33
-6% -$14K 0.01% 428
2024
Q3 		$223K Buy
+571
New +$223K 0.01% 439