SkyOak Wealth’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 | $462K | Hold |
861
| – | – | 0.09% | 131 |
|
|
2025
Q1 | $278K | Sell |
861
-319
| -27% | -$103K | 0.06% | 180 |
|
|
2024
Q4 | $500K | Sell |
1,180
-97
| -8% | -$41.1K | 0.11% | 115 |
|
|
2024
Q3 | $498K | Sell |
1,277
-177
| -12% | -$69.1K | 0.11% | 113 |
|
|
2024
Q2 | $442K | Sell |
1,454
-203
| -12% | -$61.7K | 0.1% | 130 |
|
|
2024
Q1 | $526K | Sell |
1,657
-112
| -6% | -$35.6K | 0.13% | 117 |
|
|
2023
Q4 | $364K | Sell |
1,769
-37
| -2% | -$7.61K | 0.09% | 147 |
|
|
2023
Q3 | $308K | Sell |
1,806
-168
| -9% | -$28.6K | 0.09% | 160 |
|
|
2023
Q2 | $324K | Buy |
1,974
+111
| +6% | +$18.2K | 0.09% | 162 |
|
|
2023
Q1 | $272K | Buy |
+1,863
| New | +$272K | 0.08% | 171 |
|
|
2022
Q1 | – | Sell |
-2,666
| Closed | -$264K | – | 250 |
|
|
2021
Q4 | $264K | Buy |
+2,666
| New | +$264K | 0.07% | 190 |
|