TCI Wealth Advisors’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-81
| Closed | -$11.8K | – | 926 |
|
|
2023
Q1 | $11.8K | Hold |
81
| – | – | ﹤0.01% | 981 |
|
|
2022
Q4 | $9.32K | Hold |
81
| – | – | ﹤0.01% | 1117 |
|
|
2022
Q3 | $8K | Buy |
81
+3
| +4% | +$296 | ﹤0.01% | 1148 |
|
|
2022
Q2 | $6K | Buy |
78
+17
| +28% | +$1.31K | ﹤0.01% | 1343 |
|
|
2022
Q1 | $5K | Hold |
61
| – | – | ﹤0.01% | 1535 |
|
|
2021
Q4 | $6K | Hold |
61
| – | – | ﹤0.01% | 1523 |
|
|
2021
Q3 | $4K | Buy |
61
+22
| +56% | +$1.44K | ﹤0.01% | 1720 |
|
|
2021
Q2 | $3K | Buy |
39
+7
| +22% | +$538 | ﹤0.01% | 1725 |
|
|
2021
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 1724 |
|