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SWZ

Total Return Securities, Inc.

Secretary Phillip Goldstein bought $36K of Total Return Securities, Inc.

Bought$35,581
$5.95Price
5,980Shares
+5%Stake

What SWZ did for a copier

Filed Jul 8Copier in Jul 9
$1,000 copied at Thu, Jul 9 open, $5.95
$997
S&P 500, same days
+2.5%

Measured over 30 trading days, to the Aug 21 close.

Phillip Goldstein's record

9 other buys with 3 months of prices since 2018: on average −10.9% against the S&P 500, and 0 of 9 beat it.

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Traded Mon, Jul 6. Filed Wed, Jul 8, 4:05 PM ET, after the close. Returns use the Jul 9 open and the Aug 21 close. Not investment advice.