Guerra Advisors Inc FDIS Holdings History
Number of Shares
30,498.00
Current Holdings Value*
$2.58 Mil
% of Portfolio
1.44%
Total Estimate Gain
$86,636.16
% of Total Estimate Gain
0.91%
Guerra Advisors Inc's Fidelity MSCI Consumer Discretionary Index ETF Holding Summary
As of 2025-03-31, Guerra Advisors Inc held 30,498.00 shares of Fidelity MSCI Consumer Discretionary Index ETF(FDIS), totaling $2.58 Mil. This investment constitutes 1.44% of their stock portfolio, and Guerra Advisors Inc now holds 0.14% of the outstanding Fidelity MSCI Consumer Discretionary Index ETF(FDIS) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $94.05 for 71,253.00 shares. Based on historical transaction data and FDIS's current price of $96.09, Guerra Advisors Inc's estimated gain on his FDIS holdings is $86,636.16, reflecting a 0.91% gain to date.
Guerra Advisors Inc FDIS ($96.09) Holding Chart
Guerra Advisors Inc FDIS ($96.09) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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