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Stocks
SWZ
Total Return Securities Fund
SWZ
United States
Fiscal year ends December
CIK 0000813623
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Overview
Financials
Insiders
Summary
By person
Transactions
What the insiders did
Net buying
1 month
12 months
120 months
Individual transactions
73
Everything
Bought
Sold at will
On a plan
Out of an exercise
Exercised, kept
Insider
Date
Role
Action
Shares
Price
Amount
Phillip Goldstein
8 Oct 2026
Secretary
Buy
5,000
$5.73
$28.64K
Moritz A Sell
28 Sep 2026
Director
Buy
2,000
$5.77
$11.53K
Andrew Dakos
28 Sep 2026
President and CEO
Buy
9,000
$5.77
$51.93K
Andrew Dakos
28 Sep 2026
President and CEO
Buy
1,000
$5.76
$5.76K
Andrew Dakos
25 Sep 2026
President and CEO
Buy
2,351
$5.82
$13.68K
Andrew Dakos
25 Sep 2026
President and CEO
Buy
7,649
$5.81
$44.44K
Moritz A Sell
31 Aug 2026
Director
Buy
3,000
$5.98
$17.94K
Rajeev P Das
24 Aug 2026
Secretary
Buy
1,366
$5.93
$8.10K
Rajeev P Das
21 Aug 2026
Secretary
Buy
1,700
$5.93
$10.08K
Moritz A Sell
10 Aug 2026
Director
Buy
1,000
$5.91
$5.91K
Moritz A Sell
23 Jul 2026
Director
Buy
2,000
$5.86
$11.72K
Moritz A Sell
22 Jul 2026
Director
Buy
517
$5.90
$3.05K
Moritz A Sell
21 Jul 2026
Director
Buy
483
$5.90
$2.85K
Moritz A Sell
20 Jul 2026
Director
Buy
1,000
$5.93
$5.93K
Phillip Goldstein
6 Jul 2026
Secretary
Buy
5,980
$5.95
$35.58K
Andrew Dakos
2 Jul 2026
President and CEO
Buy
indirect
4,767
$5.92
$28.22K
Andrew Dakos
2 Jul 2026
President and CEO
Buy
indirect
233
$5.92
$1.38K
Moritz A Sell
29 Jun 2026
Director
Buy
2,000
$5.93
$11.85K
Moritz A Sell
26 Jun 2026
Director
Buy
2,091
$5.89
$12.31K
Moritz A Sell
18 Jun 2026
Director
Buy
1,853
$5.91
$10.95K
Moritz A Sell
17 Jun 2026
Director
Buy
147
$5.91
$868.77
Moritz A Sell
16 Jun 2026
Director
Buy
2,000
$5.96
$11.92K
Moritz A Sell
15 Jun 2026
Director
Buy
155
$5.95
$922.25
Moritz A Sell
29 May 2026
Director
Buy
1,000
$6.01
$6.01K
Andrew Dakos
28 May 2026
President and CEO
Buy
indirect
5,400
$5.99
$32.35K
Andrew Dakos
28 May 2026
President and CEO
Buy
indirect
100
$5.98
$598.00
Andrew Dakos
27 May 2026
President and CEO
Buy
indirect
3,000
$5.98
$17.94K
Andrew Dakos
27 May 2026
President and CEO
Buy
indirect
4,500
$5.97
$26.87K
Andrew Dakos
20 May 2026
President and CEO
Buy
indirect
2,987
$5.96
$17.80K
Andrew Dakos
19 May 2026
President and CEO
Buy
indirect
13
$5.95
$77.35
Andrew Dakos
18 May 2026
President and CEO
Buy
indirect
4,000
$5.95
$23.80K
Moritz A Sell
24 Apr 2026
Director
Buy
1,002
$6.07
$6.08K
Andrew Dakos
17 Apr 2026
President and CEO
Buy
indirect
3,000
$6.09
$18.27K
Andrew Dakos
16 Apr 2026
President and CEO
Buy
547
$6.04
$3.30K
Andrew Dakos
16 Apr 2026
President and CEO
Buy
indirect
3,000
$6.05
$18.15K
Andrew Dakos
16 Apr 2026
President and CEO
Buy
indirect
4,718
$6.06
$28.59K
Andrew Dakos
8 Apr 2026
President and CEO
Buy
indirect
4,000
$5.98
$23.90K
Andrew Dakos
7 Apr 2026
President and CEO
Buy
indirect
2,000
$5.95
$11.90K
Andrew Dakos
6 Apr 2026
President and CEO
Buy
indirect
100
$5.95
$595.00
Andrew Dakos
2 Apr 2026
President and CEO
Buy
indirect
4,863
$5.93
$28.83K
Andrew Dakos
30 Mar 2026
President and CEO
Buy
indirect
5,300
$5.91
$31.31K
Andrew Dakos
27 Mar 2026
President and CEO
Buy
indirect
5,900
$5.92
$34.93K
Andrew Dakos
24 Mar 2026
President and CEO
Buy
indirect
1,000
$5.95
$5.95K
Andrew Dakos
24 Mar 2026
President and CEO
Buy
indirect
5,000
$5.96
$29.80K
Phillip Goldstein
18 Mar 2026
Secretary
Buy
10,000
$5.98
$59.80K
Andrew Dakos
12 Mar 2026
President and CEO
Buy
indirect
3,324
$6.00
$19.94K
Andrew Dakos
11 Mar 2026
President and CEO
Buy
indirect
1,700
$6.00
$10.20K
Andrew Dakos
6 Mar 2026
President and CEO
Buy
indirect
12,500
$5.97
$74.63K
Phillip Goldstein
5 Mar 2026
Secretary
Buy
10,000
$5.99
$59.90K
Andrew Dakos
5 Mar 2026
President and CEO
Buy
indirect
12,000
$6.01
$72.12K
Phillip Goldstein
3 Mar 2026
Secretary
Buy
5,000
$6.01
$30.05K
Andrew Dakos
2 Mar 2026
President and CEO
Buy
indirect
9,918
$5.95
$59.01K
Andrew Dakos
2 Mar 2026
President and CEO
Buy
indirect
5,000
$6.15
$30.75K
Andrew Dakos
27 Feb 2026
President and CEO
Buy
indirect
2,000
$6.20
$12.40K
Andrew Dakos
26 Feb 2026
President and CEO
Buy
indirect
5,000
$6.17
$30.85K
Andrew Dakos
24 Feb 2026
President and CEO
Buy
indirect
1,348
$6.17
$8.32K
Andrew Dakos
24 Feb 2026
President and CEO
Buy
indirect
326
$6.14
$2.00K
Andrew Dakos
23 Feb 2026
President and CEO
Buy
indirect
2,000
$6.13
$12.26K
Andrew Dakos
23 Feb 2026
President and CEO
Buy
indirect
2,000
$6.14
$12.28K
Phillip Goldstein
23 Feb 2026
Director
Buy
5,000
$6.13
$30.65K
Andrew Dakos
20 Feb 2026
President and CEO
Buy
indirect
2,817
$6.16
$17.35K
Andrew Dakos
20 Feb 2026
President and CEO
Buy
indirect
183
$6.14
$1.12K
Andrew Dakos
19 Feb 2026
President and CEO
Buy
indirect
4,881
$6.12
$29.87K
Andrew Dakos
19 Feb 2026
President and CEO
Buy
indirect
119
$6.11
$727.09
Phillip Goldstein
6 Feb 2026
Director
Buy
10,000
$6.07
$60.70K
Andrew Dakos
4 Feb 2026
President and CEO
Buy
2,000
$6.02
$12.04K
Andrew Dakos
4 Feb 2026
President and CEO
Buy
2,000
$6.03
$12.06K
Andrew Dakos
4 Feb 2026
President and CEO
Buy
2,000
$6.04
$12.08K
Moritz A Sell
3 Feb 2026
Director
Buy
1,000
$5.96
$5.96K
Andrew Dakos
3 Feb 2026
President and CEO
Buy
3,000
$5.96
$17.88K
Andrew Dakos
3 Feb 2026
President and CEO
Buy
7,000
$5.97
$41.79K
Moritz A Sell
2 Feb 2026
Director
Buy
1,120
$5.98
$6.70K
Phillip Goldstein
30 Jan 2026
Director
Buy
10,000
$5.92
$59.20K
Show all 101 transactions →
What was left out
Form 4 filings counted
48
Amendments (4/A) skipped
0
Filings about a different issuer
0
Unreadable filings
0
Joint filings
0
Sales on a Rule 10b5-1 plan
0
Sales straight out of an exercise
0
Sales at will
24
Transactions with no price
0
Shares from compensation/vesting
174,076
History held since
10 Jan 2007
