Principal Securities’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 | $499K | Sell |
931
-63
| -6% | -$33.8K | 0.01% | 858 |
|
|
2025
Q1 | $422K | Hold |
994
| – | – | 0.01% | 843 |
|
|
2024
Q4 | $422K | Sell |
994
-223
| -18% | -$94.6K | 0.01% | 837 |
|
|
2024
Q3 | $475K | Buy |
1,217
+179
| +17% | +$69.9K | 0.01% | 771 |
|
|
2024
Q2 | $316K | Sell |
1,038
-299
| -22% | -$90.9K | 0.01% | 858 |
|
|
2024
Q1 | $425K | Buy |
1,337
+772
| +137% | +$245K | 0.01% | 731 |
|
|
2023
Q4 | $116K | Buy |
+565
| New | +$116K | ﹤0.01% | 1143 |
|