Stone House Investment 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 | $51.5K | Hold |
96
| – | – | 0.01% | 150 |
|
|
2025
Q1 | $31K | Buy |
+96
| New | +$31K | 0.01% | 180 |
|
|
2024
Q4 | – | Sell |
-72
| Closed | -$28.1K | – | 167 |
|
|
2024
Q3 | $28.1K | Hold |
72
| – | – | 0.01% | 153 |
|
|
2024
Q2 | $21.9K | Hold |
72
| – | – | 0.01% | 183 |
|
|
2024
Q1 | $22.9K | Hold |
72
| – | – | 0.01% | 183 |
|
|
2023
Q4 | $14.8K | Buy |
+72
| New | +$14.8K | 0.01% | 141 |
|