YorkBridge Wealth Partners’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-208
| Closed | -$11K | – | 344 |
|
|
2019
Q2 | $11K | Sell |
208
-83
| -29% | -$4.39K | ﹤0.01% | 530 |
|
|
2019
Q1 | $15K | Sell |
291
-249
| -46% | -$12.8K | 0.01% | 504 |
|
|
2018
Q4 | $24K | Sell |
540
-5
| -0.9% | -$222 | 0.01% | 417 |
|
|
2018
Q3 | $30K | Sell |
545
-108
| -17% | -$5.95K | 0.01% | 423 |
|
|
2018
Q2 | $30K | Buy |
653
+18
| +3% | +$827 | 0.01% | 431 |
|
|
2018
Q1 | $26K | Buy |
635
+73
| +13% | +$2.99K | 0.01% | 459 |
|
|
2017
Q4 | $23K | Buy |
562
+11
| +2% | +$450 | 0.01% | 473 |
|
|
2017
Q3 | $20K | Hold |
551
| – | – | 0.01% | 519 |
|
|
2017
Q2 | $20K | Hold |
551
| – | – | 0.01% | 512 |
|
|
2017
Q1 | $20K | Buy |
551
+219
| +66% | +$7.95K | 0.01% | 507 |
|
|
2016
Q4 | $11K | Buy |
+332
| New | +$11K | 0.01% | 566 |
|