OneDigital 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
Q3 | $1.13M | Sell |
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|
2025
Q2 | $763K | Buy |
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|
2025
Q1 | $420K | Sell |
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|
2024
Q4 | $728K | Sell |
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|
2024
Q3 | $746K | Buy |
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|
2024
Q2 | $571K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $15K | Hold |
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|
2018
Q3 | $20K | Sell |
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|
2018
Q2 | $23K | Hold |
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|
2018
Q1 | $21K | Hold |
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|
2017
Q4 | $22K | Buy |
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|
2017
Q3 | $15K | Buy |
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