Verdence Capital Advisors’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 | $597K | Buy |
1,114
+52
| +5% | +$27.9K | 0.04% | 362 |
|
2025
Q1 | $342K | Buy |
1,062
+263
| +33% | +$84.8K | 0.03% | 496 |
|
2024
Q4 | $339K | Sell |
799
-31
| -4% | -$13.1K | 0.03% | 470 |
|
2024
Q3 | $324K | Buy |
830
+57
| +7% | +$22.3K | 0.03% | 495 |
|
2024
Q2 | $235K | Sell |
773
-14
| -2% | -$4.26K | 0.02% | 540 |
|
2024
Q1 | $250K | Buy |
+787
| New | +$250K | 0.02% | 527 |
|