Rise Advisors’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 | $43.8K | Buy |
82
+4
| +5% | +$2.14K | 0.02% | 269 |
|
|
2025
Q1 | $25K | Sell |
78
-60
| -43% | -$19.2K | 0.01% | 397 |
|
|
2024
Q4 | $58.7K | Hold |
138
| – | – | 0.03% | 202 |
|
|
2024
Q3 | $54K | Hold |
138
| – | – | 0.03% | 223 |
|
|
2024
Q2 | $42K | Hold |
138
| – | – | 0.02% | 265 |
|
|
2024
Q1 | $43.9K | Buy |
+138
| New | +$43.9K | 0.02% | 251 |
|