Kingswood Wealth Advisors’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 | $381K | Sell |
710
-88
| -11% | -$47.2K | 0.03% | 495 |
|
|
2025
Q1 | $257K | Sell |
798
-50
| -6% | -$16.1K | 0.02% | 598 |
|
|
2024
Q4 | $360K | Buy |
+848
| New | +$360K | 0.03% | 546 |
|
|
2024
Q3 | – | Sell |
-3,847
| Closed | -$1.17M | – | 695 |
|
|
2024
Q2 | $1.17M | Buy |
3,847
+1,021
| +36% | +$311K | 0.11% | 205 |
|
|
2024
Q1 | $898K | Buy |
+2,826
| New | +$898K | 0.1% | 224 |
|