Pathstone Family Office’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $968K | Buy |
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|
2023
Q2 | $777K | Sell |
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|
2023
Q1 | $841K | Sell |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $498K | Buy |
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|
2022
Q1 | $585K | Buy |
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|
2021
Q4 | $512K | Sell |
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|
2021
Q3 | $372K | Buy |
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|
2021
Q2 | $305K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3K | Buy |
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