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Optimize Financial’s Comfort Systems FIX Stock Holding History

Optimize Financial’s Portfolio FIX Stock Details FIX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$352K Sell
657
-4
-0.6% -$2.15K 0.22% 145
2025
Q1 		$213K Buy
661
+11
+2% +$3.55K 0.15% 188
2024
Q4 		$276K Buy
+650
New +$276K 0.21% 150