Private Advisory 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
Q1 | – | Sell |
-2,294
| Closed | -$973K | – | 211 |
|
|
2024
Q4 | $973K | Buy |
+2,294
| New | +$973K | 0.11% | 118 |
|
|
2024
Q3 | – | Sell |
-2,652
| Closed | -$807K | – | 202 |
|
|
2024
Q2 | $807K | Sell |
2,652
-311
| -10% | -$94.6K | 0.11% | 121 |
|
|
2024
Q1 | $941K | Sell |
2,963
-1,166
| -28% | -$370K | 0.13% | 102 |
|
|
2023
Q4 | $849K | Sell |
4,129
-187
| -4% | -$38.5K | 0.15% | 110 |
|
|
2023
Q3 | $735K | Sell |
4,316
-128
| -3% | -$21.8K | 0.15% | 120 |
|
|
2023
Q2 | $730K | Buy |
+4,444
| New | +$730K | 0.14% | 125 |
|