Companies Traded
2
Total Buys
5
$96K
Total Sells
1
$60K
Net Position
+$36K
Net Buyer
Company Activity
| Company | Role | Buys | Sells | Holdings | Last Activity |
|---|---|---|---|---|---|
| SWZ Total Return Securities Fund | President and CEO | 5 $96K | 0 $0 | 35,453 $214K | Feb 4, 2026 |
| SPE SPECIAL OPPORTUNITIES FUND, INC. | President | 0 $0 | 1 $60K | 6,064 $89K | Dec 30, 2025 |
Recent Transactions
SWZ BUY
Total Return Securities Fund
Shares
2,000
Price
$6
Total Value
$12K
Date
Feb 4, 2026
SWZ BUY
Total Return Securities Fund
Shares
2,000
Price
$6
Total Value
$12K
Date
Feb 4, 2026
SWZ BUY
Total Return Securities Fund
Shares
2,000
Price
$6
Total Value
$12K
Date
Feb 4, 2026
SWZ BUY
Total Return Securities Fund
Shares
7,000
Price
$6
Total Value
$42K
Date
Feb 3, 2026
SWZ BUY
Total Return Securities Fund
Shares
3,000
Price
$6
Total Value
$18K
Date
Feb 3, 2026
SPE SELL
SPECIAL OPPORTUNITIES FUND, INC.
Shares
4,098
Price
$15
Total Value
$60K
Date
Dec 30, 2025
Trading Timeline
First Transaction
Dec 30, 2025
Latest Transaction
Feb 4, 2026