Kelly Financial Services’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-116
| Closed | -$35.4K | – | 315 |
|
|
2024
Q2 | $35.4K | Hold |
116
| – | – | 0.01% | 263 |
|
|
2024
Q1 | $37K | Hold |
116
| – | – | 0.01% | 257 |
|
|
2023
Q4 | $23.9K | Hold |
116
| – | – | 0.01% | 281 |
|
|
2023
Q3 | $19.8K | Hold |
116
| – | – | 0.01% | 282 |
|
|
2023
Q2 | $19K | Hold |
116
| – | – | 0.01% | 291 |
|
|
2023
Q1 | $16.9K | Hold |
116
| – | – | 0.01% | 292 |
|
|
2022
Q4 | $13.3K | Buy |
116
+1
| +0.9% | +$115 | 0.01% | 303 |
|
|
2022
Q3 | $11.2K | Hold |
115
| – | – | 0.01% | 314 |
|
|
2022
Q2 | $9.59K | Hold |
115
| – | – | 0.01% | 327 |
|
|
2022
Q1 | $10.3K | Hold |
115
| – | – | ﹤0.01% | 337 |
|
|
2021
Q4 | $11.4K | Sell |
115
-1
| -0.9% | -$99 | 0.01% | 326 |
|
|
2021
Q3 | $8.26K | Sell |
116
-8,997
| -99% | -$641K | ﹤0.01% | 354 |
|
|
2021
Q2 | $116K | Buy |
9,113
+8,998
| +7,824% | +$115K | ﹤0.01% | 358 |
|
|
2021
Q1 | $8.64K | Hold |
115
| – | – | 0.01% | 322 |
|
|
2020
Q4 | $6.07K | Hold |
115
| – | – | ﹤0.01% | 339 |
|
|
2020
Q3 | $5.93K | Hold |
115
| – | – | ﹤0.01% | 317 |
|
|
2020
Q2 | $4.68K | Buy |
115
+1
| +0.9% | +$41 | ﹤0.01% | 346 |
|
|
2020
Q1 | $4.18K | Hold |
114
| – | – | 0.01% | 317 |
|
|
2019
Q4 | $5.69K | Hold |
114
| – | – | ﹤0.01% | 289 |
|
|
2019
Q3 | $5.04K | Hold |
114
| – | – | ﹤0.01% | 289 |
|
|
2019
Q2 | $5.79K | Buy |
114
+1
| +0.9% | +$51 | 0.01% | 274 |
|
|
2019
Q1 | $5.94K | Buy |
+113
| New | +$5.94K | 0.01% | 276 |
|