| |
| |
|
| Insider
Information: |
Ebsworth William R. |
| Relationship: |
Director |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
9,450 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$62,400 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
9,450 |
|
|
| Total
Value |
$62,400 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
4
|
4
|
|
Stock
price went up :
|
3
|
1
|
| Stock
price went down : |
1
|
3
|
| |
|
|
|
Gain/Loss Ratio : |
3.0
|
3.0
|
| Percentage
Gain/Loss : |
 2.1%
|
 -9.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Evergreen Income Advantage Fund |
EAD |
Director |
2024-01-09 |
2,500 |
2015-01-05 |
0 |
Premium* |
|
|
Wells Fargo Adv Multisector |
ERC |
Director |
2024-01-09 |
1,700 |
2015-01-05 |
0 |
Premium* |
|
|
Wells Fargo Adv Util High |
ERH |
Director |
2024-01-09 |
1,550 |
2015-01-05 |
0 |
Premium* |
|
|
Wells Fargo Adv Global Div |
EOD |
Director |
2024-01-09 |
3,700 |
2015-01-05 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
15 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| EOD |
Wells Fargo Adv Global Di... |
Director |
– • – |
2024-01-09 |
4 |
S |
$4.33 |
$12,998 |
D/D |
(3,000) |
3,700 |
0 |
% |
|
| EAD |
Evergreen Income Advantag... |
Director |
– • – |
2024-01-09 |
4 |
S |
$6.60 |
$13,198 |
D/D |
(2,000) |
2,500 |
0 |
% |
|
| ERH |
Wells Fargo Adv Util High |
Director |
– • – |
2024-01-09 |
4 |
S |
$9.43 |
$13,198 |
D/D |
(1,400) |
1,550 |
0 |
% |
|
| ERC |
Wells Fargo Adv Multisect... |
Director |
– • – |
2024-01-09 |
4 |
S |
$9.49 |
$14,229 |
D/D |
(1,500) |
1,700 |
0 |
% |
|
| EAD |
Evergreen Income Advantag... |
Director |
– • – |
2023-06-01 |
4 |
B |
$6.20 |
$15,500 |
D/D |
2,500 |
4,500 |
2.39 |
% |
|
| ERC |
Wells Fargo Adv Multisect... |
Director |
– • – |
2023-06-01 |
4 |
B |
$8.84 |
$15,021 |
D/D |
1,700 |
3,200 |
2.39 |
% |
|
| EOD |
Wells Fargo Adv Global Di... |
Director |
– • – |
2023-06-01 |
4 |
B |
$4.12 |
$15,245 |
D/D |
3,700 |
6,700 |
2.39 |
% |
|
| ERH |
Wells Fargo Adv Util High |
Director |
– • – |
2023-06-01 |
4 |
B |
$9.94 |
$15,407 |
D/D |
1,550 |
2,950 |
2.39 |
% |
|
| ERH |
Wells Fargo Adv Util High |
Director |
– • – |
2018-11-12 |
4 |
B |
$12.58 |
$5,032 |
D/D |
400 |
1,400 |
2.39 |
- |
|
| ERC |
Wells Fargo Adv Multisect... |
Director |
– • – |
2018-11-12 |
4 |
B |
$11.79 |
$5,895 |
D/D |
500 |
1,500 |
2.39 |
- |
|
| EOD |
Wells Fargo Adv Global Di... |
Director |
– • – |
2018-09-27 |
4 |
B |
$5.34 |
$5,340 |
D/D |
1,000 |
3,000 |
2.39 |
- |
|
| EOD |
Wells Fargo Adv Global Di... |
Director |
– • – |
2015-01-05 |
4 |
B |
$7.33 |
$14,662 |
D/D |
2,000 |
2,000 |
2.39 |
- |
|
| ERH |
Wells Fargo Adv Util High |
Director |
– • – |
2015-01-05 |
4 |
B |
$13.00 |
$13,000 |
D/D |
1,000 |
1,000 |
2.39 |
- |
|
| ERC |
Wells Fargo Adv Multisect... |
Director |
– • – |
2015-01-05 |
4 |
B |
$13.54 |
$13,540 |
D/D |
1,000 |
1,000 |
2.39 |
- |
|
| EAD |
Evergreen Income Advantag... |
Director |
– • – |
2015-01-05 |
4 |
B |
$8.72 |
$17,440 |
D/D |
2,000 |
2,000 |
2.39 |
- |
|
15 Records found
|
1
|
Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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