OneDigital 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 | $763K | Buy |
1,423
+121
| +9% | +$64.9K | 0.01% | 734 |
|
|
2025
Q1 | $420K | Sell |
1,302
-414
| -24% | -$133K | 0.01% | 926 |
|
|
2024
Q4 | $728K | Sell |
1,716
-196
| -10% | -$83.1K | 0.01% | 741 |
|
|
2024
Q3 | $746K | Buy |
1,912
+34
| +2% | +$13.3K | 0.01% | 768 |
|
|
2024
Q2 | $571K | Buy |
+1,878
| New | +$571K | 0.01% | 843 |
|
|
2019
Q1 | – | Sell |
-346
| Closed | -$15K | – | 1145 |
|
|
2018
Q4 | $15K | Hold |
346
| – | – | ﹤0.01% | 760 |
|
|
2018
Q3 | $20K | Sell |
346
-156
| -31% | -$9.02K | ﹤0.01% | 662 |
|
|
2018
Q2 | $23K | Hold |
502
| – | – | ﹤0.01% | 761 |
|
|
2018
Q1 | $21K | Hold |
502
| – | – | ﹤0.01% | 800 |
|
|
2017
Q4 | $22K | Buy |
502
+77
| +18% | +$3.38K | ﹤0.01% | 768 |
|
|
2017
Q3 | $15K | Buy |
+425
| New | +$15K | 0.01% | 724 |
|