EverSource Wealth Advisors’s TransAlta TAC Stock Holding History

EverSource Wealth Advisors’s Portfolio TAC Stock Details TAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$18.9K	Sell
2025 Q1	$17.4K	Sell
2024 Q4	$30.8K	Sell
2024 Q3	$31.8K	Buy
2024 Q2	$19.6K	Buy
2024 Q1	$16K	Buy
2023 Q4	$6.19K	Buy
2023 Q3	$1.58K	Buy
2023 Q2	–	Hold