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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