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Insider
Information: |
Polisson James |
Relationship: |
Director |
City: |
Kentfield |
State: |
CA |
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Insider
Summary: |
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Companies Owned : |
4 |
|
Direct
Shares |
4,000 |
|
Indirect Shares
|
0 |
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Direct
Value |
$30,365 |
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Indirect Value
|
$0 |
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Total
Shares |
4,000 |
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Total
Value |
$30,365 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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4
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4
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Stock
price went up :
|
3
|
2
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Stock
price went down : |
1
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2
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Gain/Loss Ratio : |
3.0
|
0.0
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Percentage
Gain/Loss : |
2.1%
|
5.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
|
Evergreen Income Advantage Fund |
EAD |
Director |
2024-01-04 |
1,000 |
2017-11-27 |
0 |
Premium* |
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Wells Fargo Adv Util High |
ERH |
Director |
2024-01-04 |
1,000 |
2017-11-27 |
0 |
Premium* |
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Wells Fargo Adv Multisector |
ERC |
Director |
2024-01-04 |
1,000 |
2017-11-27 |
0 |
Premium* |
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Wells Fargo Adv Global Div |
EOD |
Director |
2024-01-04 |
1,000 |
2017-11-27 |
0 |
Premium* |
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Records found :
12 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 1 of 1
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
EOD |
Wells Fargo Adv Global Di... |
Director |
|
2023-06-01 |
4 |
B |
$4.12 |
$4,121 |
D/D |
1,000 |
2,000 |
2.31 |
% |
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EOD |
Wells Fargo Adv Global Di... |
Director |
|
2024-01-04 |
4 |
S |
$4.30 |
$4,301 |
D/D |
(1,000) |
1,000 |
0 |
% |
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EAD |
Evergreen Income Advantag... |
Director |
|
2023-06-01 |
4 |
B |
$6.18 |
$6,184 |
D/D |
1,000 |
2,000 |
2.39 |
% |
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EOD |
Wells Fargo Adv Global Di... |
Director |
|
2017-11-27 |
4 |
B |
$6.24 |
$6,239 |
D/D |
1,000 |
1,000 |
2.39 |
- |
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EAD |
Evergreen Income Advantag... |
Director |
|
2024-01-04 |
4 |
S |
$6.57 |
$6,570 |
D/D |
(1,000) |
1,000 |
0 |
% |
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EAD |
Evergreen Income Advantag... |
Director |
|
2017-11-27 |
4 |
B |
$8.43 |
$8,426 |
D/D |
1,000 |
1,000 |
2.39 |
- |
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ERC |
Wells Fargo Adv Multisect... |
Director |
|
2023-06-01 |
4 |
B |
$8.82 |
$8,819 |
D/D |
1,000 |
2,000 |
2.39 |
% |
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ERH |
Wells Fargo Adv Util High |
Director |
|
2024-01-04 |
4 |
S |
$9.29 |
$9,293 |
D/D |
(1,000) |
1,000 |
0 |
% |
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ERC |
Wells Fargo Adv Multisect... |
Director |
|
2024-01-04 |
4 |
S |
$9.41 |
$9,410 |
D/D |
(1,000) |
1,000 |
0 |
% |
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ERH |
Wells Fargo Adv Util High |
Director |
|
2023-06-01 |
4 |
B |
$10.00 |
$10,000 |
D/D |
1,000 |
2,000 |
2.39 |
% |
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ERC |
Wells Fargo Adv Multisect... |
Director |
|
2017-11-27 |
4 |
B |
$13.02 |
$13,016 |
D/D |
1,000 |
1,000 |
2.39 |
- |
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ERH |
Wells Fargo Adv Util High |
Director |
|
2017-11-27 |
4 |
B |
$13.31 |
$13,312 |
D/D |
1,000 |
1,000 |
2.39 |
- |
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12 Records found
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1
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Page 1 of 1 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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