SkyOak Wealth’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $418K | Sell |
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|
2025
Q2 | $462K | Hold |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $500K | Sell |
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|
2024
Q3 | $498K | Sell |
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|
2024
Q2 | $442K | Sell |
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $364K | Sell |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $324K | Buy |
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|
2023
Q1 | $272K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $264K | Buy |
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