BFM
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Boston Financial Management’s Comfort Systems FIX Stock Holding History

Boston Financial Management’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
2023
Q2 		– Sell
-1,500
Closed -$219K – 310
2023
Q1 		$219K Sell
1,500
-2,520
-63% -$327K 0.01% 294
2022
Q4 		$463K Hold
4,020
– – 0.02% 231
2022
Q3 		$391K Sell
4,020
-9,980
-71% -$978K 0.02% 234
2022
Q2 		$1.16M Sell
14,000
-1,000
-7% -$86K 0.05% 152
2022
Q1 		$1.33M Hold
15,000
– – 0.05% 148
2021
Q4 		$1.48M Hold
15,000
– – 0.05% 129
2021
Q3 		$1.07M Hold
15,000
– – 0.04% 137
2021
Q2 		$1.18M Buy
15,000
+500
+3% +$40.8K 0.05% 129
2021
Q1 		$1.08M Buy
+14,500
New +$926K 0.05% 125

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N
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