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SWZ

Total Return Securities, Inc.

Director Phillip Goldstein bought $59K of Total Return Securities, Inc.

Bought$59,200
$5.92Price
10,000Shares
+16%Stake

What SWZ did for a copier

Filed Feb 3Copier in Feb 4
$1,000 copied at Wed, Feb 4 open, $6.02
$985
S&P 500, same days
−4.4%

Measured over 30 trading days, to the Mar 19 close.

Phillip Goldstein's record

9 other buys with 3 months of prices since 2018: on average −11.1% against the S&P 500, and 0 of 9 beat it.

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Traded Fri, Jan 30. Filed Tue, Feb 3, 4:00 PM ET, after the close. Returns use the Feb 4 open and the Mar 19 close. Not investment advice.