Mount Yale Investment 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 | $68.6K | Buy |
+128
| New | +$68.6K | 0.01% | 728 |
|
|
2024
Q3 | – | Sell |
-896
| Closed | -$273K | – | 552 |
|
|
2024
Q2 | $273K | Sell |
896
-8
| -0.9% | -$2.43K | 0.02% | 455 |
|
|
2024
Q1 | $287K | Sell |
904
-447
| -33% | -$142K | 0.02% | 461 |
|
|
2023
Q4 | $278K | Sell |
1,351
-12
| -0.9% | -$2.47K | 0.03% | 429 |
|
|
2023
Q3 | $232K | Sell |
1,363
-339
| -20% | -$57.8K | 0.03% | 448 |
|
|
2023
Q2 | $279K | Sell |
1,702
-384
| -18% | -$63.1K | 0.03% | 404 |
|
|
2023
Q1 | $304K | Sell |
2,086
-559
| -21% | -$81.6K | 0.03% | 373 |
|
|
2022
Q4 | $304K | Buy |
2,645
+39
| +1% | +$4.49K | 0.03% | 349 |
|
|
2022
Q3 | $254K | Sell |
2,606
-450
| -15% | -$43.9K | 0.03% | 371 |
|
|
2022
Q2 | $254K | Buy |
+3,056
| New | +$254K | 0.03% | 391 |
|
|
2018
Q4 | – | Sell |
-1,975
| Closed | -$116K | – | 474 |
|
|
2018
Q3 | $116K | Sell |
1,975
-387
| -16% | -$22.7K | 0.02% | 393 |
|
|
2018
Q2 | $108K | Sell |
2,362
-185
| -7% | -$8.46K | 0.02% | 434 |
|
|
2018
Q1 | $105K | Buy |
+2,547
| New | +$105K | 0.02% | 434 |
|