PWA
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Principia Wealth Advisory’s Comfort Systems FIX Stock Holding History

Principia Wealth Advisory’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$536 Hold
1
– – ﹤0.01% 719
2025
Q1 		$357 Hold
1
– – ﹤0.01% 654
2024
Q4 		$424 Buy
+1
New +$424 ﹤0.01% 588