PFG 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 | $803K | Buy |
1,498
+830
| +124% | +$445K | 0.04% | 335 |
|
2025
Q1 | $215K | Buy |
668
+45
| +7% | +$14.5K | 0.01% | 666 |
|
2024
Q4 | $264K | Buy |
+623
| New | +$264K | 0.02% | 614 |
|
2024
Q2 | – | Sell |
-1,655
| Closed | -$526K | – | 679 |
|
2024
Q1 | $526K | Sell |
1,655
-80
| -5% | -$25.4K | 0.04% | 381 |
|
2023
Q4 | $357K | Buy |
+1,735
| New | +$357K | 0.03% | 437 |
|