Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-264
| Closed | -$23K | – | 486 |
|
|
2021
Q3 | $23K | Buy |
264
+135
| +105% | +$11.8K | 0.01% | 604 |
|
|
2021
Q2 | $10K | Sell |
129
-1
| -0.8% | -$78 | ﹤0.01% | 649 |
|
|
2021
Q1 | $7K | Hold |
130
| – | – | ﹤0.01% | 653 |
|
|
2020
Q4 | $7K | Sell |
130
-1
| -0.8% | -$54 | ﹤0.01% | 646 |
|
|
2020
Q3 | $7K | Buy |
131
+1
| +0.8% | +$53 | ﹤0.01% | 570 |
|
|
2020
Q2 | $5K | Hold |
130
| – | – | ﹤0.01% | 598 |
|
|
2020
Q1 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 569 |
|