Mayflower Financial Advisors’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 | $233K | Buy |
+434
| New | +$233K | 0.03% | 369 |
|
|
2024
Q4 | – | Sell |
-633
| Closed | -$247K | – | 384 |
|
|
2024
Q3 | $247K | Sell |
633
-131
| -17% | -$51.1K | 0.04% | 323 |
|
|
2024
Q2 | $232K | Sell |
764
-19
| -2% | -$5.78K | 0.04% | 314 |
|
|
2024
Q1 | $249K | Buy |
+783
| New | +$249K | 0.04% | 307 |
|
|
2023
Q3 | – | Sell |
-1,282
| Closed | -$210K | – | 348 |
|
|
2023
Q2 | $210K | Sell |
1,282
-289
| -18% | -$47.4K | 0.03% | 329 |
|
|
2023
Q1 | $229K | Buy |
+1,571
| New | +$229K | 0.03% | 306 |
|