MWM
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Mindset Wealth Management’s Comfort Systems FIX Stock Holding History

Mindset Wealth Management’s Portfolio FIX Stock Details FIX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$282K Buy
+525
New +$282K 0.09% 118
2025
Q1 		– Sell
-525
Closed -$223K – 155
2024
Q4 		$223K Hold
525
– – 0.08% 119
2024
Q3 		$205K Buy
+525
New +$205K 0.08% 116