TFO Wealth Partners’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$635 | – | 305 |
|
|
2024
Q1 | $635 | Hold |
2
| – | – | ﹤0.01% | 221 |
|
|
2023
Q4 | $411 | Hold |
2
| – | – | ﹤0.01% | 396 |
|
|
2023
Q3 | $328 | Hold |
2
| – | – | ﹤0.01% | 618 |
|
|
2023
Q2 | $328 | Hold |
2
| – | – | ﹤0.01% | 385 |
|
|
2023
Q1 | $292 | Buy |
2
+1
| +100% | +$146 | ﹤0.01% | 382 |
|
|
2022
Q4 | $88 | Buy |
+1
| New | +$88 | ﹤0.01% | 796 |
|