Lee Financial’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 | – | Sell |
-141
| Closed | -$29K | – | 406 |
|
|
2023
Q4 | $29K | Hold |
141
| – | – | 0.01% | 275 |
|
|
2023
Q3 | $24K | Sell |
141
-15
| -10% | -$2.56K | ﹤0.01% | 282 |
|
|
2023
Q2 | $25.6K | Hold |
156
| – | – | ﹤0.01% | 272 |
|
|
2023
Q1 | $22.8K | Hold |
156
| – | – | ﹤0.01% | 293 |
|
|
2022
Q4 | $18K | Sell |
156
-35
| -18% | -$4.03K | ﹤0.01% | 360 |
|
|
2022
Q3 | $19K | Hold |
191
| – | – | ﹤0.01% | 338 |
|
|
2022
Q2 | $16K | Hold |
191
| – | – | ﹤0.01% | 368 |
|
|
2022
Q1 | $17K | Hold |
191
| – | – | ﹤0.01% | 364 |
|
|
2021
Q4 | $19K | Hold |
191
| – | – | ﹤0.01% | 381 |
|
|
2021
Q3 | $14K | Buy |
191
+76
| +66% | +$5.57K | ﹤0.01% | 383 |
|
|
2021
Q2 | $9K | Buy |
+115
| New | +$9K | ﹤0.01% | 417 |
|