Shelton Capital Management’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $1.04M | Hold |
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|
2025
Q2 | $675K | Sell |
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|
2025
Q1 | $411K | Sell |
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|
2024
Q4 | $569K | Sell |
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|
2024
Q3 | $547K | Hold |
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|
2024
Q2 | $426K | Sell |
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|
2024
Q1 | $489K | Hold |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $307K | Hold |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $232K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Buy |
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