Spire Wealth Management’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 | $328K | Sell |
612
-393
| -39% | -$211K | 0.01% | 614 |
|
|
2025
Q1 | $324K | Buy |
1,005
+90
| +10% | +$29K | 0.01% | 695 |
|
|
2024
Q4 | $388K | Buy |
915
+101
| +12% | +$42.8K | 0.01% | 637 |
|
|
2024
Q3 | $318K | Buy |
814
+45
| +6% | +$17.6K | 0.01% | 627 |
|
|
2024
Q2 | $234K | Sell |
769
-81
| -10% | -$24.6K | 0.01% | 684 |
|
|
2024
Q1 | $270K | Buy |
850
+550
| +183% | +$175K | ﹤0.01% | 697 |
|
|
2023
Q4 | $61.4K | Buy |
+300
| New | +$61.4K | ﹤0.01% | 1135 |
|