| |
| |
|
| Insider
Information: |
Polisson James |
| Relationship: |
Director |
| City: |
Kentfield |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
4,000 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$29,125 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
4,000 |
|
|
| Total
Value |
$29,125 |
|
|
|
|
|
|
|
|
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%
|
 -4.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Evergreen Income Advantage Fund |
EAD |
Director |
2024-01-04 |
1,000 |
2017-11-27 |
0 |
Premium* |
|
|
Wells Fargo Adv Util High |
ERH |
Director |
2024-01-04 |
1,000 |
2017-11-27 |
0 |
Premium* |
|
|
Wells Fargo Adv Multisector |
ERC |
Director |
2024-01-04 |
1,000 |
2017-11-27 |
0 |
Premium* |
|
|
Wells Fargo Adv Global Div |
EOD |
Director |
2024-01-04 |
1,000 |
2017-11-27 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
12 |
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 |
| ERH |
Wells Fargo Adv Util High |
Director |
– • – |
2024-01-04 |
4 |
S |
$9.29 |
$9,293 |
D/D |
(1,000) |
1,000 |
0 |
% |
|
| EAD |
Evergreen Income Advantag... |
Director |
– • – |
2024-01-04 |
4 |
S |
$6.57 |
$6,570 |
D/D |
(1,000) |
1,000 |
0 |
% |
|
| ERC |
Wells Fargo Adv Multisect... |
Director |
– • – |
2024-01-04 |
4 |
S |
$9.41 |
$9,410 |
D/D |
(1,000) |
1,000 |
0 |
% |
|
| EOD |
Wells Fargo Adv Global Di... |
Director |
– • – |
2024-01-04 |
4 |
S |
$4.30 |
$4,301 |
D/D |
(1,000) |
1,000 |
0 |
% |
|
| ERC |
Wells Fargo Adv Multisect... |
Director |
– • – |
2023-06-01 |
4 |
B |
$8.82 |
$8,819 |
D/D |
1,000 |
2,000 |
2.39 |
% |
|
| EAD |
Evergreen Income Advantag... |
Director |
– • – |
2023-06-01 |
4 |
B |
$6.18 |
$6,184 |
D/D |
1,000 |
2,000 |
2.39 |
% |
|
| ERH |
Wells Fargo Adv Util High |
Director |
– • – |
2023-06-01 |
4 |
B |
$10.00 |
$10,000 |
D/D |
1,000 |
2,000 |
2.39 |
% |
|
| EOD |
Wells Fargo Adv Global Di... |
Director |
– • – |
2023-06-01 |
4 |
B |
$4.12 |
$4,121 |
D/D |
1,000 |
2,000 |
2.31 |
% |
|
| EOD |
Wells Fargo Adv Global Di... |
Director |
– • – |
2017-11-27 |
4 |
B |
$6.24 |
$6,239 |
D/D |
1,000 |
1,000 |
2.39 |
- |
|
| ERC |
Wells Fargo Adv Multisect... |
Director |
– • – |
2017-11-27 |
4 |
B |
$13.02 |
$13,016 |
D/D |
1,000 |
1,000 |
2.39 |
- |
|
| ERH |
Wells Fargo Adv Util High |
Director |
– • – |
2017-11-27 |
4 |
B |
$13.31 |
$13,312 |
D/D |
1,000 |
1,000 |
2.39 |
- |
|
| EAD |
Evergreen Income Advantag... |
Director |
– • – |
2017-11-27 |
4 |
B |
$8.43 |
$8,426 |
D/D |
1,000 |
1,000 |
2.39 |
- |
|
12 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 |
| |
|
|
|
|
|
