HM
Heronetta Management’s TransAlta TAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
85,000
+8,000
| +10% | +$118K | 0.7% | 21 |
|
|
2025
Q1 | $1.03M | Hold |
77,000
| – | – | 0.57% | 20 |
|
|
2024
Q4 | $1.57M | Hold |
77,000
| – | – | 0.89% | 19 |
|
|
2024
Q3 | $1.08M | Hold |
77,000
| – | – | 0.66% | 19 |
|
|
2024
Q2 | $747K | Buy |
77,000
+10,000
| +15% | +$97K | 0.48% | 19 |
|
|
2024
Q1 | $582K | Hold |
67,000
| – | – | 0.38% | 19 |
|
|
2023
Q4 | $738K | Buy |
+67,000
| New | +$738K | 0.52% | 19 |
|