Portside Wealth Group’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 | $762K | Buy |
1,421
+12
| +0.9% | +$6.44K | 0.11% | 191 |
|
|
2025
Q1 | $454K | Buy |
1,409
+244
| +21% | +$78.7K | 0.07% | 240 |
|
|
2024
Q4 | $494K | Sell |
1,165
-1,089
| -48% | -$462K | 0.08% | 227 |
|
|
2024
Q3 | $880K | Buy |
2,254
+58
| +3% | +$22.6K | 0.15% | 155 |
|
|
2024
Q2 | $668K | Sell |
2,196
-126
| -5% | -$38.3K | 0.13% | 165 |
|
|
2024
Q1 | $738K | Sell |
2,322
-150
| -6% | -$47.7K | 0.14% | 164 |
|
|
2023
Q4 | $508K | Buy |
2,472
+315
| +15% | +$64.8K | 0.09% | 210 |
|
|
2023
Q3 | $368K | Buy |
2,157
+74
| +4% | +$12.6K | 0.07% | 227 |
|
|
2023
Q2 | $342K | Buy |
+2,083
| New | +$342K | 0.06% | 240 |
|