Lifestyle Asset Management’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 | $2.08M | Buy |
3,876
+2,940
| +314% | +$1.58M | 0.97% | 20 |
|
|
2025
Q1 | $302K | Buy |
936
+18
| +2% | +$5.8K | 0.17% | 78 |
|
|
2024
Q4 | $389K | Sell |
918
-94
| -9% | -$39.9K | 0.21% | 64 |
|
|
2024
Q3 | $395K | Sell |
1,012
-95
| -9% | -$37.1K | 0.22% | 60 |
|
|
2024
Q2 | $337K | Buy |
1,107
+97
| +10% | +$29.5K | 0.19% | 64 |
|
|
2024
Q1 | $321K | Sell |
1,010
-67
| -6% | -$21.3K | 0.19% | 58 |
|
|
2023
Q4 | $222K | Buy |
+1,077
| New | +$222K | 0.12% | 80 |
|