Laird Norton Wetherby Wealth Management’s TransAlta TAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-13,764
| Closed | -$64K | – | 483 |
|
|
2015
Q3 | $64K | Buy |
+13,764
| New | +$64K | 0.02% | 448 |
|
|
2015
Q2 | – | Sell |
-10,251
| Closed | -$95K | – | 508 |
|
|
2015
Q1 | $95K | Buy |
+10,251
| New | +$95K | 0.02% | 458 |
|
|
2014
Q2 | – | Sell |
-12,020
| Closed | -$139K | – | 447 |
|
|
2014
Q1 | $139K | Buy |
+12,020
| New | +$139K | 0.04% | 413 |
|
|
2013
Q4 | – | Sell |
-13,149
| Closed | -$170K | – | 444 |
|
|
2013
Q3 | $170K | Buy |
13,149
+1,100
| +9% | +$14.2K | 0.05% | 379 |
|
|
2013
Q2 | $165K | Buy |
+12,049
| New | +$165K | 0.06% | 350 |
|