TrueWealth LLC’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $257K | Hold |
6,315
| – | – | 0.11% | 112 |
|
|
2020
Q1 | $231K | Hold |
6,315
| – | – | 0.11% | 110 |
|
|
2019
Q4 | $315K | Sell |
6,315
-332
| -5% | -$16.6K | 0.13% | 103 |
|
|
2019
Q3 | $294K | Sell |
6,647
-231
| -3% | -$10.2K | 0.13% | 101 |
|
|
2019
Q2 | $351K | Hold |
6,878
| – | – | 0.16% | 93 |
|
|
2019
Q1 | $360K | Sell |
6,878
-1,155
| -14% | -$60.5K | 0.17% | 92 |
|
|
2018
Q4 | $351K | Sell |
8,033
-171
| -2% | -$7.47K | 0.18% | 87 |
|
|
2018
Q3 | $463K | Sell |
8,204
-1,025
| -11% | -$57.8K | 0.21% | 73 |
|
|
2018
Q2 | $423K | Hold |
9,229
| – | – | 0.2% | 76 |
|
|
2018
Q1 | $381K | Sell |
9,229
-202
| -2% | -$8.34K | 0.19% | 76 |
|
|
2017
Q4 | $412K | Buy |
+9,431
| New | +$412K | 0.19% | 79 |
|