JP Morgan Private 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
2023
Q3
$2.3M Sell
2023
Q2
$2.39M Sell
2023
Q1
$3.26M Buy
2022
Q4
$2.52M Sell
2022
Q3
$2.43M Sell
2022
Q2
$2.12M Buy
2022
Q1
$2.2M Buy
2021
Q4
$2.28M Sell
2021
Q3
$1.73M Buy
2021
Q2
$1.7M Buy
2021
Q1
$1.15M Buy
2020
Q4
$727K Buy
2020
Q3
$638K Buy