Shelton Capital 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 | $675K | Sell |
1,258
-16
| -1% | -$8.58K | 0.02% | 297 |
|
|
2025
Q1 | $411K | Sell |
1,274
-68
| -5% | -$21.9K | 0.01% | 373 |
|
|
2024
Q4 | $569K | Sell |
1,342
-60
| -4% | -$25.4K | 0.01% | 318 |
|
|
2024
Q3 | $547K | Hold |
1,402
| – | – | 0.01% | 331 |
|
|
2024
Q2 | $426K | Sell |
1,402
-138
| -9% | -$42K | 0.01% | 362 |
|
|
2024
Q1 | $489K | Hold |
1,540
| – | – | 0.01% | 357 |
|
|
2023
Q4 | $317K | Sell |
1,540
-207
| -12% | -$42.6K | 0.01% | 468 |
|
|
2023
Q3 | $298K | Sell |
1,747
-201
| -10% | -$34.3K | 0.01% | 471 |
|
|
2023
Q2 | $320K | Sell |
1,948
-158
| -8% | -$25.9K | 0.01% | 455 |
|
|
2023
Q1 | $307K | Hold |
2,106
| – | – | 0.01% | 451 |
|
|
2022
Q4 | $242K | Sell |
2,106
-149
| -7% | -$17.1K | 0.03% | 542 |
|
|
2022
Q3 | $219K | Buy |
+2,255
| New | +$219K | 0.01% | 590 |
|
|
2022
Q2 | – | Sell |
-2,255
| Closed | -$201K | – | 745 |
|
|
2022
Q1 | $201K | Sell |
2,255
-85
| -4% | -$7.58K | 0.01% | 766 |
|
|
2021
Q4 | $232K | Buy |
+2,340
| New | +$232K | 0.01% | 710 |
|
|
2018
Q4 | – | Sell |
-3,696
| Closed | -$208K | – | 825 |
|
|
2018
Q3 | $208K | Buy |
+3,696
| New | +$208K | 0.01% | 833 |
|