Sageworth Trust’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 |
-48
| Closed | -$7.01K | – | 211 |
|
2023
Q1 | $7.01K | Hold |
48
| – | – | ﹤0.01% | 331 |
|
2022
Q4 | $6K | Hold |
48
| – | – | ﹤0.01% | 238 |
|
2022
Q3 | $5K | Hold |
48
| – | – | ﹤0.01% | 244 |
|
2022
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 292 |
|
2022
Q1 | $4K | Hold |
48
| – | – | ﹤0.01% | 269 |
|
2021
Q4 | $5K | Sell |
48
-162
| -77% | -$16.9K | ﹤0.01% | 388 |
|
2021
Q3 | $15K | Hold |
210
| – | – | ﹤0.01% | 440 |
|
2021
Q2 | $17K | Buy |
+210
| New | +$17K | ﹤0.01% | 435 |
|