SWZ
Total Return Securities, Inc.
Secretary Phillip Goldstein bought $60K of Total Return Securities, Inc.
Bought$59,800
$5.98Price
10,000Shares
+10%Stake
What SWZ did for a copier
- $1,000 copied at Fri, Mar 20 open, $5.87
- $1,026
- S&P 500, same days
- +9.4%
Measured over 30 trading days, to the May 4 close.
Phillip Goldstein's record
9 other buys with 3 months of prices since 2018: on average −10.3% against the S&P 500, and 0 of 9 beat it.
We're building an app that can copy buys like this into your own brokerage. Join the waitlist
Traded Wed, Mar 18. Filed Thu, Mar 19, 4:20 PM ET, after the close. Returns use the Mar 20 open and the May 4 close. Not investment advice.