Kingsview Wealth Management’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 | $727K | Buy |
1,355
+244
| +22% | +$131K | 0.01% | 660 |
|
|
2025
Q1 | $358K | Buy |
1,111
+480
| +76% | +$155K | 0.01% | 833 |
|
|
2024
Q4 | $268K | Sell |
631
-5
| -0.8% | -$2.12K | 0.01% | 953 |
|
|
2024
Q3 | $248K | Sell |
636
-676
| -52% | -$264K | 0.01% | 946 |
|
|
2024
Q2 | $399K | Buy |
+1,312
| New | +$399K | 0.01% | 753 |
|
|
2021
Q1 | – | Sell |
-13,000
| Closed | -$685K | – | 831 |
|
|
2020
Q4 | $685K | Buy |
+13,000
| New | +$685K | 0.05% | 369 |
|