Loring Wolcott & Coolidge Fiduciary Advisors’s Comfort Systems FIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-143
| Closed | -$14K | – | 664 |
|
|
2021
Q4 | $14K | Hold |
143
| – | – | ﹤0.01% | 569 |
|
|
2021
Q3 | $10K | Hold |
143
| – | – | ﹤0.01% | 586 |
|
|
2021
Q2 | $11K | Buy |
+143
| New | +$11K | ﹤0.01% | 616 |
|
|
2021
Q1 | – | Sell |
-143
| Closed | -$8K | – | 448 |
|
|
2020
Q4 | $8K | Buy |
+143
| New | +$8K | ﹤0.01% | 603 |
|