Phillip Goldstein

Secretary at Total Return Securities Fund · 14 reported transactions in 2 companies · latest trade Oct 8, 2026

Their record

Across their whole record, 2 purchases can be measured; 0 did better than the S&P 500 over the next 6 months.

Typical move −0.7%, S&P 500 +6.9% over the same days.

2 more are too recent to measure.

Their trades


Total Return Securities FundSWZ	Bought $28.6K · 5,000 shares	Oct 8, 2026	S&P 500 −0.2%thru Oct 29
High Income Securities FundPCF	Bought $4.3K · 819 shares	Aug 6, 2026	S&P 500 +0.5%thru Oct 28
Total Return Securities FundSWZ	Bought $35.6K · 5,980 shares	Jul 6, 2026	S&P 500 +2.8%thru Oct 29
Total Return Securities FundSWZ	Bought $30.6K · 5,000 shares	Feb 23, 2026	S&P 500 +13.2%thru Oct 29
Total Return Securities FundSWZ	Bought $60.7K · 10,000 shares	Feb 6, 2026	S&P 500 +11.8%thru Oct 29
High Income Securities FundPCF	Bought $60.5K · 10,000 shares	Feb 3, 2026	S&P 500 +12.0%thru Oct 28
High Income Securities FundPCF	Bought $45.5K · 7,514 shares	Feb 2, 2026	S&P 500 +11.1%thru Oct 28
Total Return Securities FundSWZ	Bought $59.2K · 10,000 shares	Jan 30, 2026	S&P 500 +11.6%thru Oct 29

BoughtTotal Return Securities Fund

Oct 8, 2026 · SWZ

$28.6K

S&P 500 −0.2%thru Oct 29

BoughtHigh Income Securities Fund

Aug 6, 2026 · PCF

$4.3K

S&P 500 +0.5%thru Oct 28

BoughtTotal Return Securities Fund

Jul 6, 2026 · SWZ

$35.6K

S&P 500 +2.8%thru Oct 29

BoughtTotal Return Securities Fund

Feb 23, 2026 · SWZ

$30.6K

S&P 500 +13.2%thru Oct 29

BoughtTotal Return Securities Fund

Feb 6, 2026 · SWZ

$60.7K

S&P 500 +11.8%thru Oct 29

BoughtHigh Income Securities Fund

Feb 3, 2026 · PCF

$60.5K

S&P 500 +12.0%thru Oct 28

BoughtHigh Income Securities Fund

Feb 2, 2026 · PCF

$45.5K

S&P 500 +11.1%thru Oct 28

BoughtTotal Return Securities Fund

Jan 30, 2026 · SWZ

$59.2K

S&P 500 +11.6%thru Oct 29

Newest 10 of 14 transactionsPro adds every trade with how it did, their holdings and the money-flow chartPro is $29 a month

Built from their public trade reports and market prices: past moves, not predictions or advice.

← Back

Phillip Goldstein

Secretary at Total Return Securities Fund · 14 reported transactions in 2 companies · latest trade Oct 8, 2026

Their record

Across their whole record, 2 purchases can be measured; 0 did better than the S&P 500 over the next 6 months.

Typical move −0.7%, S&P 500 +6.9% over the same days.

2 more are too recent to measure.

Their trades


Total Return Securities FundSWZ	Bought $28.6K · 5,000 shares	Oct 8, 2026	S&P 500 −0.2%thru Oct 29
High Income Securities FundPCF	Bought $4.3K · 819 shares	Aug 6, 2026	S&P 500 +0.5%thru Oct 28
Total Return Securities FundSWZ	Bought $35.6K · 5,980 shares	Jul 6, 2026	S&P 500 +2.8%thru Oct 29
Total Return Securities FundSWZ	Bought $30.6K · 5,000 shares	Feb 23, 2026	S&P 500 +13.2%thru Oct 29
Total Return Securities FundSWZ	Bought $60.7K · 10,000 shares	Feb 6, 2026	S&P 500 +11.8%thru Oct 29
High Income Securities FundPCF	Bought $60.5K · 10,000 shares	Feb 3, 2026	S&P 500 +12.0%thru Oct 28
High Income Securities FundPCF	Bought $45.5K · 7,514 shares	Feb 2, 2026	S&P 500 +11.1%thru Oct 28
Total Return Securities FundSWZ	Bought $59.2K · 10,000 shares	Jan 30, 2026	S&P 500 +11.6%thru Oct 29