Lido 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
Q3 | – | Sell |
-1,456
| Closed | -$443K | – | 1285 |
|
|
2024
Q2 | $443K | Sell |
1,456
-120
| -8% | -$36.5K | ﹤0.01% | 871 |
|
|
2024
Q1 | $501K | Buy |
1,576
+55
| +4% | +$17.5K | ﹤0.01% | 821 |
|
|
2023
Q4 | $313K | Buy |
+1,521
| New | +$313K | ﹤0.01% | 914 |
|
|
2023
Q1 | – | Sell |
-4,137
| Closed | -$476K | – | 1008 |
|
|
2022
Q4 | $476K | Buy |
4,137
+301
| +8% | +$34.6K | 0.01% | 544 |
|
|
2022
Q3 | $373K | Buy |
+3,836
| New | +$373K | ﹤0.01% | 573 |
|
|
2022
Q2 | – | Sell |
-4,177
| Closed | -$371K | – | 870 |
|
|
2022
Q1 | $371K | Buy |
+4,177
| New | +$371K | ﹤0.01% | 650 |
|