Private Wealth Management 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 | $8.58K | Hold |
16
| – | – | ﹤0.01% | 543 |
|
2025
Q1 | $5.16K | Hold |
16
| – | – | ﹤0.01% | 716 |
|
2024
Q4 | $6.79K | Hold |
16
| – | – | ﹤0.01% | 619 |
|
2024
Q3 | $6.25K | Hold |
16
| – | – | ﹤0.01% | 642 |
|
2024
Q2 | $4.87K | Hold |
16
| – | – | ﹤0.01% | 715 |
|
2024
Q1 | $5.08K | Hold |
16
| – | – | ﹤0.01% | 619 |
|
2023
Q4 | $3.29K | Buy |
+16
| New | +$3.29K | ﹤0.01% | 762 |
|