Sageworth Trust Company of South Dakota’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-105
| Closed | -$15.3K | – | 101 |
|
|
2023
Q1 | $15.3K | Hold |
105
| – | – | 0.04% | 88 |
|
|
2022
Q4 | $12K | Hold |
105
| – | – | 0.03% | 101 |
|
|
2022
Q3 | $10K | Sell |
105
-26
| -20% | -$2.48K | 0.02% | 95 |
|
|
2022
Q2 | $11K | Sell |
131
-24
| -15% | -$2.02K | 0.02% | 137 |
|
|
2022
Q1 | $14K | Hold |
155
| – | – | 0.03% | 150 |
|
|
2021
Q4 | $15K | Buy |
+155
| New | +$15K | 0.02% | 280 |
|