HighMark Wealth Management’s TransAlta TAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560 | Hold |
52
| – | – | ﹤0.01% | 555 |
|
|
2025
Q1 | $483 | Hold |
52
| – | – | ﹤0.01% | 528 |
|
|
2024
Q4 | $730 | Buy |
52
+1
| +2% | +$14 | ﹤0.01% | 508 |
|
|
2024
Q3 | $532 | Hold |
51
| – | – | ﹤0.01% | 542 |
|
|
2024
Q2 | $362 | Hold |
51
| – | – | ﹤0.01% | 547 |
|
|
2024
Q1 | $327 | Hold |
51
| – | – | ﹤0.01% | 536 |
|
|
2023
Q4 | $421 | Buy |
51
+1
| +2% | +$8 | ﹤0.01% | 538 |
|
|
2023
Q3 | $438 | Hold |
50
| – | – | ﹤0.01% | 532 |
|
|
2023
Q2 | $470 | Hold |
50
| – | – | ﹤0.01% | 526 |
|
|
2023
Q1 | $438 | Hold |
50
| – | – | ﹤0.01% | 564 |
|
|
2022
Q4 | $449 | Buy |
+50
| New | +$449 | ﹤0.01% | 504 |
|