TD Private Client 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 | $509K | Sell |
950
-286
| -23% | -$153K | 0.01% | 468 |
|
|
2025
Q1 | $398K | Buy |
1,236
+256
| +26% | +$82.5K | 0.01% | 479 |
|
|
2024
Q4 | $416K | Sell |
980
-107
| -10% | -$45.4K | 0.01% | 471 |
|
|
2024
Q3 | $424K | Buy |
1,087
+339
| +45% | +$132K | 0.01% | 476 |
|
|
2024
Q2 | $227K | Sell |
748
-35
| -4% | -$10.6K | 0.01% | 549 |
|
|
2024
Q1 | $249K | Sell |
783
-168
| -18% | -$53.4K | 0.01% | 547 |
|
|
2023
Q4 | $196K | Buy |
951
+398
| +72% | +$81.9K | 0.01% | 573 |
|
|
2023
Q3 | $94.2K | Hold |
553
| – | – | ﹤0.01% | 659 |
|
|
2023
Q2 | $90.8K | Buy |
553
+224
| +68% | +$36.8K | ﹤0.01% | 677 |
|
|
2023
Q1 | $48K | Sell |
329
-60
| -15% | -$8.76K | ﹤0.01% | 777 |
|
|
2022
Q4 | $44.8K | Sell |
389
-69
| -15% | -$7.94K | ﹤0.01% | 763 |
|
|
2022
Q3 | $44.6K | Sell |
458
-147
| -24% | -$14.3K | ﹤0.01% | 752 |
|
|
2022
Q2 | $50.3K | Sell |
605
-46
| -7% | -$3.83K | ﹤0.01% | 735 |
|
|
2022
Q1 | $57.9K | Buy |
651
+645
| +10,750% | +$57.4K | ﹤0.01% | 741 |
|
|
2021
Q4 | $594 | Hold |
6
| – | – | ﹤0.01% | 1117 |
|
|
2021
Q3 | $428 | Hold |
6
| – | – | ﹤0.01% | 1181 |
|
|
2021
Q2 | $473 | Buy |
+6
| New | +$473 | ﹤0.01% | 1185 |
|