Personal CFO Solutions’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 | $270K | Buy |
+504
| New | +$270K | 0.05% | 363 |
|
|
2025
Q1 | – | Sell |
-499
| Closed | -$212K | – | 466 |
|
|
2024
Q4 | $212K | Buy |
+499
| New | +$212K | 0.04% | 433 |
|
|
2024
Q2 | – | Sell |
-1,010
| Closed | -$321K | – | 560 |
|
|
2024
Q1 | $321K | Buy |
1,010
+1
| +0.1% | +$318 | 0.05% | 374 |
|
|
2023
Q4 | $208K | Buy |
+1,009
| New | +$208K | 0.04% | 482 |
|