Mount Lucas 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 | $567K | Sell |
1,057
-1,603
| -60% | -$860K | 0.24% | 130 |
|
|
2025
Q1 | $857K | Buy |
2,660
+1,237
| +87% | +$399K | 0.28% | 80 |
|
|
2024
Q4 | $603K | Sell |
1,423
-301
| -17% | -$128K | 0.21% | 98 |
|
|
2024
Q3 | $673K | Buy |
1,724
+40
| +2% | +$15.6K | 0.23% | 114 |
|
|
2024
Q2 | $512K | Buy |
+1,684
| New | +$512K | 0.15% | 114 |
|