Phillip Goldstein bought $40K of SWZ — MarketPeel | MarketPeel

bought $39.95k of SWZ

5,000 shares @ $7.99

105th largest trade (out of 189)

Cluster Buy

Trade made by a director

Part of a cluster of 3 transactions by 3 insiders

0% win rate · -4.4% median edge vs SPY (9 trades, 90-day · small sample)

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

SWZTotal Return Securities Fund

FinancialsAsset Management

1D0.00%

1W+0.34%

1M+1.02%

3M-0.67%

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 →