Caldwell Investment Management’s TransAlta TAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-710,000	Closed	-$6.54M	–	33
2023 Q2	$6.54M	Buy	+710,000	New	+$6.54M	4.95%	11