Phillip Goldstein bought $36K of SWZ — MarketPeel | MarketPeel

bought $35.58k of SWZ

5,980 shares @ $5.95

Increased holdings by +5.30%

113th largest trade (out of 189)

Cluster Buy

Trade made by an officer

Part of a cluster of 4 transactions by 3 insiders

51% win rate · +3.2% median edge vs SPY (162 trades, 90-day)

Win rate excludes trades classified as routine (tax, 10b5-1, exercise, gift).

SWZTotal Return Securities Fund

FinancialsAsset Management

1D0.00%

1W-0.05%

1M+0.80%

3M-0.88%

6M—

1Y—

Recent insider activity at SWZ

Aug 10Moritz A. SellBought$5.91k Jul 23Moritz A. SellBought$11.72k Jul 22Moritz A. SellBought$3.05k Jul 21Moritz A. SellBought$2.85k Jul 20Moritz A. SellBought$5.93k Jul 2Andrew DakosBought$1.38k Jul 2Andrew DakosBought$28.22k Jun 29Moritz A. SellBought$11.85k

Full SWZ profile →Phillip Goldstein’s trading history →