EverSource Wealth Advisors’s TransAlta TAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9K | Sell |
1,747
-119
| -6% | -$1.28K | ﹤0.01% | 2333 |
|
|
2025
Q1 | $17.4K | Sell |
1,866
-314
| -14% | -$2.94K | ﹤0.01% | 1761 |
|
|
2024
Q4 | $30.8K | Sell |
2,180
-887
| -29% | -$12.6K | ﹤0.01% | 1400 |
|
|
2024
Q3 | $31.8K | Buy |
3,067
+465
| +18% | +$4.82K | ﹤0.01% | 1261 |
|
|
2024
Q2 | $19.6K | Buy |
2,602
+197
| +8% | +$1.49K | ﹤0.01% | 1518 |
|
|
2024
Q1 | $16K | Buy |
2,405
+1,660
| +223% | +$11K | ﹤0.01% | 1472 |
|
|
2023
Q4 | $6.19K | Buy |
745
+563
| +309% | +$4.68K | ﹤0.01% | 1769 |
|
|
2023
Q3 | $1.58K | Buy |
+182
| New | +$1.58K | ﹤0.01% | 2082 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2613 |
|