PHILLIP GOLDSTEIN - Director at Total Return Securities Fund

Insider Transactions and Holdings

Entity Type
Individual
Role
Director
Issuer Symbol
SWZ on NYSE
All Insider Reports
All Insider Reports

PHILLIP GOLDSTEIN - trading volume in the past year for Total Return Securities Fund

Holdings reported by PHILLIP GOLDSTEIN for Total Return Securities Fund

Security Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Common Stock 82,910 $503,263 $6.07 06 Feb 2026 Direct

Transactions reported by PHILLIP GOLDSTEIN for Total Return Securities Fund

Sym Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.