KLR Investment Advisors’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $374K | Sell |
1,268
-724
| -36% | -$214K | 0.27% | 106 |
|
2023
Q4 | $410K | Sell |
1,992
-710
| -26% | -$146K | 0.3% | 99 |
|
2023
Q3 | $394K | Sell |
2,702
-89
| -3% | -$13K | 0.36% | 89 |
|
2023
Q2 | $458K | Sell |
2,791
-19
| -0.7% | -$3.12K | 0.38% | 80 |
|
2023
Q1 | $410K | Sell |
2,810
-817
| -23% | -$119K | 0.36% | 89 |
|
2022
Q4 | $417K | Buy |
+3,627
| New | +$417K | 0.34% | 84 |
|