PCS
Private Client Services’s Comfort Systems FIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
377
-1,515
| -80% | -$813K | 0.08% | 194 |
|
|
2025
Q1 | $610K | Sell |
1,892
-3,007
| -61% | -$969K | 0.3% | 75 |
|
|
2024
Q4 | $2.08M | Sell |
4,899
-788
| -14% | -$334K | 1.12% | 24 |
|
|
2024
Q3 | $2.22M | Buy |
5,687
+2,411
| +74% | +$941K | 1.19% | 23 |
|
|
2024
Q2 | $996K | Buy |
+3,276
| New | +$996K | 0.63% | 45 |
|