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SWZ

Total Return Securities, Inc.

Secretary Phillip Goldstein bought $30K of Total Return Securities, Inc.

Bought$30,050
$6.01Price
5,000Shares
+6%Stake

What SWZ did for a copier

Filed Mar 5Copier in Mar 6
$1,000 copied at Fri, Mar 6 open, $5.98
$1,018
S&P 500, same days
+5.2%

Measured over 30 trading days, to the Apr 20 close.

Phillip Goldstein's record

9 other buys with 3 months of prices since 2018: on average −10.4% against the S&P 500, and 0 of 9 beat it.

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Traded Tue, Mar 3. Filed Thu, Mar 5, 4:11 PM ET, after the close. Returns use the Mar 6 open and the Apr 20 close. Not investment advice.