Sound View Wealth Advisors Group’s Comfort Systems FIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Hold |
937
| – | – | 0.04% | 265 |
|
|
2025
Q1 | $302K | Sell |
937
-57
| -6% | -$18.4K | 0.02% | 329 |
|
|
2024
Q4 | $422K | Buy |
994
+60
| +6% | +$25.4K | 0.03% | 284 |
|
|
2024
Q3 | $365K | Buy |
934
+150
| +19% | +$58.6K | 0.03% | 306 |
|
|
2024
Q2 | $238K | Sell |
784
-657
| -46% | -$200K | 0.02% | 333 |
|
|
2024
Q1 | $458K | Buy |
1,441
+7
| +0.5% | +$2.22K | 0.05% | 247 |
|
|
2023
Q4 | $295K | Hold |
1,434
| – | – | 0.03% | 308 |
|
|
2023
Q3 | $244K | Buy |
1,434
+75
| +6% | +$12.8K | 0.03% | 319 |
|
|
2023
Q2 | $223K | Buy |
+1,359
| New | +$223K | 0.03% | 338 |
|
|
2023
Q1 | – | Sell |
-1,434
| Closed | -$295K | – | 380 |
|
|
2022
Q4 | $295K | Buy |
+1,434
| New | +$295K | 0.03% | 308 |
|