Steward Values Enhanced Small-Mid Cap Fund FIX Holdings History
Steward Values Enhanced Small-Mid Cap Fund's Comfort Systems USA Inc Holding Summary
As of 2025-04-30, Steward Values Enhanced Small-Mid Cap Fund held 1,980.00 shares of Comfort Systems USA Inc(FIX), totaling $787,150.00. This investment constitutes 0.47% of their stock portfolio, and Steward Values Enhanced Small-Mid Cap Fund now holds 0.01% of the outstanding Comfort Systems USA Inc(FIX) stock.
The initial trade took place in 2021Q4. And since then Steward Values Enhanced Small-Mid Cap Fund has made 3 purchases of FIX, at an average price of $93.22, for a total of 8,226.00 shares. In addition, there have been 9 sales at an average price of $108.92 for 6,246.00 shares. Based on historical transaction data and FIX's current price of $554.18, Steward Values Enhanced Small-Mid Cap Fund's estimated gain on his FIX holdings is $1.01 Mil, reflecting a 131.80% gain to date.
Steward Values Enhanced Small-Mid Cap Fund FIX ($554.18) Holding Chart
Steward Values Enhanced Small-Mid Cap Fund FIX ($554.18) 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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