WBI Investments’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 | $2.52M | Buy |
4,702
+4,074
| +649% | +$2.18M | 0.65% | 29 |
|
|
2025
Q1 | $202K | Buy |
628
+133
| +27% | +$42.9K | 0.05% | 218 |
|
|
2024
Q4 | $210K | Sell |
495
-3,912
| -89% | -$1.66M | 0.05% | 194 |
|
|
2024
Q3 | $1.72M | Buy |
4,407
+226
| +5% | +$88.2K | 0.41% | 69 |
|
|
2024
Q2 | $1.27M | Sell |
4,181
-478
| -10% | -$145K | 0.31% | 87 |
|
|
2024
Q1 | $1.48M | Sell |
4,659
-19,719
| -81% | -$6.26M | 0.31% | 86 |
|
|
2023
Q4 | $5.01M | Buy |
+24,378
| New | +$5.01M | 1% | 22 |
|
|
2023
Q2 | – | Sell |
-4,580
| Closed | -$668K | – | 195 |
|
|
2023
Q1 | $668K | Buy |
+4,580
| New | +$668K | 0.13% | 144 |
|
|
2018
Q3 | – | Sell |
-33,890
| Closed | -$1.55M | – | 273 |
|
|
2018
Q2 | $1.55M | Buy |
+33,890
| New | +$1.55M | 0.08% | 149 |
|