Number of Shares
314.00
Current Holdings Value*
$30,190.00
% of Portfolio
0.02%
Total Estimate Gain
$4,074.22
% of Total Estimate Gain
8.69%

CRITERION CAPITAL ADVISORS, LLC's Otis Worldwide Corp Holding Summary

As of 2024-12-31, CRITERION CAPITAL ADVISORS, LLC held 314.00 shares of Otis Worldwide Corp(OTIS), totaling $30,190.00. This investment constitutes 0.02% of their stock portfolio, and CRITERION CAPITAL ADVISORS, LLC now holds 0% of the outstanding Otis Worldwide Corp(OTIS) stock.

The initial trade took place in 2023Q4. And since then CRITERION CAPITAL ADVISORS, LLC has made 1 purchases of OTIS, at an average price of $83.43, for a total of 562.00 shares. In addition, there have been 2 sales at an average price of $92.56 for 248.00 shares. Based on historical transaction data and OTIS's current price of $89.20, CRITERION CAPITAL ADVISORS, LLC's estimated gain on his OTIS holdings is $4,074.22, reflecting a 8.69% gain to date.

CRITERION CAPITAL ADVISORS, LLC OTIS ($89.20) Holding Chart

CRITERION CAPITAL ADVISORS, LLC OTIS ($89.20) 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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