Belpointe Asset Management’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Buy |
+1,243
| New | +$667K | 0.03% | 484 |
|
|
2025
Q1 | – | Sell |
-607
| Closed | -$215K | – | 953 |
|
|
2024
Q4 | $215K | Sell |
607
-1
| -0.2% | -$354 | 0.01% | 785 |
|
|
2024
Q3 | $237K | Buy |
+608
| New | +$237K | 0.01% | 742 |
|
|
2023
Q2 | – | Sell |
-138
| Closed | -$20.2K | – | 1519 |
|
|
2023
Q1 | $20.2K | Sell |
138
-1,025
| -88% | -$150K | ﹤0.01% | 2305 |
|
|
2022
Q4 | $134K | Buy |
+1,163
| New | +$134K | 0.01% | 1080 |
|