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

There are no Buy or Sell transactions made by PHILLIP GOLDSTEIN since 18 Jan 2025

Holdings reported by PHILLIP GOLDSTEIN for Total Return Securities Fund

Security Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Common Stock 93,224 $565,869 $6.07 11 Dec 2025 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.