SteelPeak 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 | $1.76M | Buy |
3,275
+775
| +31% | +$416K | 0.07% | 200 |
|
|
2025
Q1 | $806K | Buy |
2,500
+895
| +56% | +$288K | 0.03% | 272 |
|
|
2024
Q4 | $681K | Buy |
+1,605
| New | +$681K | 0.03% | 281 |
|
|
2024
Q3 | – | Sell |
-831
| Closed | -$253K | – | 473 |
|
|
2024
Q2 | $253K | Buy |
+831
| New | +$253K | 0.01% | 389 |
|