True Wealth Design’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 | $206K | Buy |
385
+112
| +41% | +$60.1K | 0.07% | 46 |
|
|
2025
Q1 | $88K | Buy |
273
+117
| +75% | +$37.7K | 0.03% | 105 |
|
|
2024
Q4 | $66.2K | Buy |
156
+19
| +14% | +$8.06K | 0.03% | 120 |
|
|
2024
Q3 | $53.5K | Buy |
+137
| New | +$53.5K | 0.02% | 128 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$584 | – | 819 |
|
|
2023
Q1 | $584 | Buy |
+4
| New | +$584 | ﹤0.01% | 492 |
|