Allworth Financial’s TransAlta TAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.63K | Buy |
614
+177
| +41% | +$1.91K | ﹤0.01% | 3100 |
|
|
2025
Q1 | $3.84K | Hold |
437
| – | – | ﹤0.01% | 2896 |
|
|
2024
Q4 | $6.02K | Hold |
437
| – | – | ﹤0.01% | 2665 |
|
|
2024
Q3 | $4.53K | Hold |
437
| – | – | ﹤0.01% | 2611 |
|
|
2024
Q2 | $3.08K | Buy |
437
+327
| +297% | +$2.3K | ﹤0.01% | 2730 |
|
|
2024
Q1 | $708 | Buy |
+110
| New | +$708 | ﹤0.01% | 3185 |
|