Companies Traded
2
Total Buys
23
$525K
Total Sells
1
$60K
Net Position
+$465K
Net Buyer
Company Activity
| Company | Role | Buys | Sells | Holdings | Last Activity |
|---|---|---|---|---|---|
| SWZ Total Return Securities Fund | President and CEO | 23 $525K | 0 $0 | 72,119 $430K | Mar 24, 2026 |
| SPE SPECIAL OPPORTUNITIES FUND, INC. | President | 0 $0 | 1 $60K | 6,064 $89K | Dec 30, 2025 |
Recent Transactions
Total Return Securities Fund
Shares
5,000
Price
$6
Total Value
$30K
Date
Mar 24, 2026
Total Return Securities Fund
Shares
1,000
Price
$6
Total Value
$6K
Date
Mar 24, 2026
Total Return Securities Fund
Shares
3,324
Price
$6
Total Value
$20K
Date
Mar 12, 2026
Total Return Securities Fund
Shares
1,700
Price
$6
Total Value
$10K
Date
Mar 11, 2026
Total Return Securities Fund
Shares
12,500
Price
$6
Total Value
$75K
Date
Mar 6, 2026
Total Return Securities Fund
Shares
12,000
Price
$6
Total Value
$72K
Date
Mar 5, 2026
Total Return Securities Fund
Shares
9,918
Price
$6
Total Value
$59K
Date
Mar 2, 2026
Total Return Securities Fund
Shares
5,000
Price
$6
Total Value
$31K
Date
Mar 2, 2026
Total Return Securities Fund
Shares
2,000
Price
$6
Total Value
$12K
Date
Feb 27, 2026
Total Return Securities Fund
Shares
5,000
Price
$6
Total Value
$31K
Date
Feb 26, 2026
Total Return Securities Fund
Shares
1,348
Price
$6
Total Value
$8K
Date
Feb 24, 2026
Total Return Securities Fund
Shares
326
Price
$6
Total Value
$2K
Date
Feb 24, 2026
Total Return Securities Fund
Shares
2,000
Price
$6
Total Value
$12K
Date
Feb 23, 2026
Total Return Securities Fund
Shares
2,000
Price
$6
Total Value
$12K
Date
Feb 23, 2026
Total Return Securities Fund
Shares
2,817
Price
$6
Total Value
$17K
Date
Feb 20, 2026
Total Return Securities Fund
Shares
183
Price
$6
Total Value
$1K
Date
Feb 20, 2026
Total Return Securities Fund
Shares
4,881
Price
$6
Total Value
$30K
Date
Feb 19, 2026
Total Return Securities Fund
Shares
119
Price
$6
Total Value
$727
Date
Feb 19, 2026
Total Return Securities Fund
Shares
2,000
Price
$6
Total Value
$12K
Date
Feb 4, 2026
Total Return Securities Fund
Shares
2,000
Price
$6
Total Value
$12K
Date
Feb 4, 2026
Total Return Securities Fund
Shares
2,000
Price
$6
Total Value
$12K
Date
Feb 4, 2026
Total Return Securities Fund
Shares
7,000
Price
$6
Total Value
$42K
Date
Feb 3, 2026
Total Return Securities Fund
Shares
3,000
Price
$6
Total Value
$18K
Date
Feb 3, 2026
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
Mar 24, 2026