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SWZ

Total Return Securities, Inc.

Director Phillip Goldstein bought $31K of Total Return Securities, Inc.

Bought$30,650
$6.13Price
5,000Shares
+6%Stake

What SWZ did for a copier

Filed Feb 25Copier in Feb 26
$1,000 copied at Thu, Feb 26 open, $6.20
$977
S&P 500, same days
−2.0%

Measured over 30 trading days, to the Apr 10 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.

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Traded Mon, Feb 23. Filed Wed, Feb 25, 4:26 PM ET, after the close. Returns use the Feb 26 open and the Apr 10 close. Not investment advice.