Lisanti Small Cap Growth Fund FIX Holdings History
Lisanti Small Cap Growth Fund's Comfort Systems USA Inc Holding Summary
As of 2025-03-31, FORUM FUNDS held - shares of Comfort Systems USA Inc(FIX), totaling N/A. This investment constitutes 0% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Comfort Systems USA Inc(FIX) stock.
The initial trade took place in 2023Q1. And since then Lisanti Small Cap Growth Fund has made 2 purchases of FIX, at an average price of $152.84, for a total of 6,435.00 shares. In addition, there have been 7 sales at an average price of $230.32 for 6,435.00 shares. Based on historical transaction data and FIX's current price of $539.50, Lisanti Small Cap Growth Fund's estimated gain on his FIX holdings is $498,573.55, reflecting a 50.69% gain to date.
Lisanti Small Cap Growth Fund FIX ($539.50) Holding Chart
Lisanti Small Cap Growth Fund FIX ($539.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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