Kestra Private Wealth Services’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 | $886K | Buy |
1,652
+229
| +16% | +$123K | 0.01% | 787 |
|
|
2025
Q1 | $459K | Sell |
1,423
-403
| -22% | -$130K | 0.01% | 998 |
|
|
2024
Q4 | $774K | Buy |
1,826
+43
| +2% | +$18.2K | 0.01% | 745 |
|
|
2024
Q3 | $710K | Buy |
1,783
+1,099
| +161% | +$438K | 0.01% | 744 |
|
|
2024
Q2 | $208K | Sell |
684
-2,564
| -79% | -$779K | ﹤0.01% | 1222 |
|
|
2024
Q1 | $1.03M | Sell |
3,248
-163
| -5% | -$51.8K | 0.02% | 551 |
|
|
2023
Q4 | $702K | Sell |
3,411
-202
| -6% | -$41.5K | 0.02% | 620 |
|
|
2023
Q3 | $616K | Buy |
3,613
+472
| +15% | +$80.4K | 0.02% | 601 |
|
|
2023
Q2 | $516K | Buy |
3,141
+1
| +0% | +$164 | 0.02% | 625 |
|
|
2023
Q1 | $458K | Buy |
+3,140
| New | +$458K | 0.02% | 629 |
|