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Geller Advisors’s Vital Energy VTLE Stock Holding History

Geller Advisors’s Portfolio VTLE Stock Details VTLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-12,299
Closed -$116K – 33
2015
Q3 		$116K Hold
12,299
– – 0.07% 29
2015
Q2 		$155K Hold
12,299
– – 0.09% 33
2015
Q1 		$160K Buy
+12,299
New +$160K 0.09% 38