Wealthspire Advisors (Maryland)’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-54
| Closed | -$3K | – | 1011 |
|
|
2019
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 1994 |
|
|
2018
Q4 | $2K | Sell |
54
-22
| -29% | -$815 | ﹤0.01% | 2075 |
|
|
2018
Q3 | $4K | Buy |
76
+22
| +41% | +$1.16K | ﹤0.01% | 1894 |
|
|
2018
Q2 | $2K | Buy |
54
+3
| +6% | +$111 | ﹤0.01% | 2145 |
|
|
2018
Q1 | $2K | Buy |
51
+15
| +42% | +$588 | ﹤0.01% | 2164 |
|
|
2017
Q4 | $2K | Buy |
36
+33
| +1,100% | +$1.83K | ﹤0.01% | 2120 |
|
|
2017
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2321 |
|