Christopher M. Lee files SEC Form 4 disclosures for WELLS FARGO INCOME OPPORTUNITIES FUND. They have made 15 open-market trades across 4 companies since 2020, most recently 2021-05-07.
CIK 0001822235
15 open-market purchases totalling $680K since 2020, never a sale. Across 13 scored buys the stock is up 4.9% at ninety days, and 2.1 points behind the S&P over the same stretch.
13 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 54% | 92% | 100% |
| Avg Move | +0.3% | +1.7% | +4.9% |
| Alpha | -0.8% | -1.0% | -2.1% |
| Scored | 13 | 13 | 13 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| EAD | BUY | 2021-05-07 | 2021-05-10 | $8.73 | $18K | -1.3% | +1.5% | +4.9% |
| EAD | BUY | 2021-05-06 | 2021-05-06 | $8.70 | $505 | -1.8% | +0.9% | +3.0% |
| EOD | BUY | 2021-05-06 | 2021-05-06 | $5.55 | $28K | -1.1% | +4.7% | +4.7% |
| EOD | BUY | 2021-03-29 | 2021-03-29 | $5.19 | $26K | +2.7% | +5.2% | +10.4% |
| EAD | BUY | 2021-03-29 | 2021-03-29 | $8.37 | $42K | +2.3% | +2.6% | +4.2% |
| EAD | BUY | 2021-03-02 | 2021-03-02 | $8.40 | $25K | -0.6% | +1.0% | +4.5% |
| EOD | BUY | 2021-03-02 | 2021-03-02 | $5.33 | $53K | -1.5% | -0.6% | +10.4% |
| ERH | BUY | 2021-02-05 | 2021-02-05 | $12.92 | $32K | N/A | N/A | N/A |
| EAD | BUY | 2021-02-04 | 2021-02-05 | $8.25 | $41K | +0.6% | +0.7% | +5.6% |
| ERC | BUY | 2021-02-04 | 2021-02-05 | $12.44 | $37K | -0.1% | +0.8% | +3.7% |
| ERH | BUY | 2021-02-04 | 2021-02-05 | $12.90 | $4K | N/A | N/A | N/A |
| ERC | BUY | 2020-12-22 | 2020-12-23 | $12.05 | $78K | +1.2% | +1.3% | +2.7% |
| EAD | BUY | 2020-12-22 | 2020-12-23 | $8.04 | $141K | +1.4% | +1.0% | +3.5% |
| ERC | BUY | 2020-12-21 | 2020-12-22 | $12.07 | $72K | +1.1% | +1.5% | +2.2% |
| EAD | BUY | 2020-12-21 | 2020-12-22 | $8.07 | $81K | +1.1% | +1.7% | +3.4% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.