Guerra Advisors Inc FENY Holdings History
Number of Shares
158,585.00
Current Holdings Value*
$4.05 Mil
% of Portfolio
2.27%
Total Estimate Gain
$-201,402.95
% of Total Estimate Gain
-5.11%
Guerra Advisors Inc's Fidelity MSCI Energy Index ETF Holding Summary
As of 2025-03-31, Guerra Advisors Inc held 158,585.00 shares of Fidelity MSCI Energy Index ETF(FENY), totaling $4.05 Mil. This investment constitutes 2.27% of their stock portfolio, and Guerra Advisors Inc now holds 0.22% of the outstanding Fidelity MSCI Energy Index ETF(FENY) stock.
The initial trade took place in 2025Q1. And since then Guerra Advisors Inc has made 1 purchases of FENY, at an average price of $24.87, for a total of 158,585.00 shares. Based on historical transaction data and FENY's current price of $23.60, Guerra Advisors Inc's estimated gain on his FENY holdings is $-201,402.95, reflecting a -5.11% gain to date.
Guerra Advisors Inc FENY ($23.60) Holding Chart
Guerra Advisors Inc FENY ($23.60) 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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