TrueWealth LLC’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $257K | Hold |
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|
2020
Q1 | $231K | Hold |
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|
2019
Q4 | $315K | Sell |
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|
2019
Q3 | $294K | Sell |
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|
2019
Q2 | $351K | Hold |
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|
2019
Q1 | $360K | Sell |
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|
2018
Q4 | $351K | Sell |
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|
2018
Q3 | $463K | Sell |
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|
2018
Q2 | $423K | Hold |
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|
2018
Q1 | $381K | Sell |
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|
2017
Q4 | $412K | Buy |
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