Shelton Capital Management’s TransAlta TAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-47,933
| Closed | -$678K | – | 745 |
|
|
2024
Q4 | $678K | Buy |
47,933
+741
| +2% | +$10.5K | 0.02% | 301 |
|
|
2024
Q3 | $489K | Buy |
47,192
+130
| +0.3% | +$1.35K | 0.01% | 354 |
|
|
2024
Q2 | $333K | Sell |
47,062
-2,517
| -5% | -$17.8K | 0.01% | 439 |
|
|
2024
Q1 | $319K | Buy |
49,579
+3,094
| +7% | +$19.9K | 0.01% | 490 |
|
|
2023
Q4 | $386K | Buy |
+46,485
| New | +$386K | 0.01% | 390 |
|