Mount Yale Investment Advisors’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.6K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $273K | Sell |
|
|||||
|
2024
Q1 | $287K | Sell |
|
|||||
|
2023
Q4 | $278K | Sell |
|
|||||
|
2023
Q3 | $232K | Sell |
|
|||||
|
2023
Q2 | $279K | Sell |
|
|||||
|
2023
Q1 | $304K | Sell |
|
|||||
|
2022
Q4 | $304K | Buy |
|
|||||
|
2022
Q3 | $254K | Sell |
|
|||||
|
2022
Q2 | $254K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $116K | Sell |
|
|||||
|
2018
Q2 | $108K | Sell |
|
|||||
|
2018
Q1 | $105K | Buy |
|