YWP
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YorkBridge Wealth Partners’s Comfort Systems FIX Stock Holding History

YorkBridge Wealth Partners’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-208
Closed -$11K – 344
2019
Q2 		$11K Sell
208
-83
-29% -$4.27K ﹤0.01% 530
2019
Q1 		$15K Sell
291
-249
-46% -$12.4K 0.01% 504
2018
Q4 		$24K Sell
540
-5
-0.9% -$256 0.01% 417
2018
Q3 		$30K Sell
545
-108
-17% -$5.79K 0.01% 423
2018
Q2 		$30K Buy
653
+18
+3% +$803 0.01% 431
2018
Q1 		$26K Buy
635
+73
+13% +$3.07K 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% +$7.61K 0.01% 507
2016
Q4 		$11K Buy
+332
New +$10.3K 0.01% 566

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