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Ballentine Partners’s TransAlta TAC Stock Holding History

Ballentine Partners’s Portfolio TAC Stock Details TAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$134K Buy
+12,461
New +$134K ﹤0.01% 920
2025
Q1 		– Sell
-10,267
Closed -$145K – 991
2024
Q4 		$145K Buy
+10,267
New +$145K ﹤0.01% 811