Phillip Goldstein bought $60K of SWZ — MarketPeel | MarketPeel

bought $59.80k of SWZ

10,000 shares @ $5.98

Increased holdings by +9.70%

58th largest trade (out of 189)

Cluster Buy

Trade made by an officer

Part of a cluster of 5 transactions by 2 insiders

50% win rate · +3.5% median edge vs SPY (158 trades, 90-day)

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

SWZTotal Return Securities Fund

FinancialsAsset Management

1D0.00%

1W+0.12%

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 6Phillip GoldsteinBought$35.58k Jul 2Andrew DakosBought$1.38k Jul 2Andrew DakosBought$28.22k

Full SWZ profile →Phillip Goldstein’s trading history →